Customized solutions, bespoke advice,
and peace of mind.

That is family wealth intelligently managed.

WHAT’S THE MONEY FOR?
WE HELP YOU GET TO THE ANSWER.

Customized Investment
Management

Independent,
Objective,
Rigorous.

Multidisciplinary Wealth
Advisory

The power of knowing
deeply, and being
deeply known.

Portfolio Administration
& Reporting

Clarity,
Transparency,
& Simplicity.

Rated 2023 Top Independent Investment Advisor

THE BBR PARTNERS STORY

After successful careers at corporate investment firms, our founders set out to create a better solution for clients. They built an independent model exclusively serving wealthy families at a level of objectivity and customization that hadn’t existed before.

Many others have tried to adopt our model since, but are unable to duplicate our skill, level of empathy and commitment.

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