We believe the needs of wealthy individuals and families differ significantly from those of other investors. BBR fosters an environment where families can thrive from our tailored service and insight into family dynamics.
We consider all aspects of a client’s financial life when developing a customized, holistic plan:
- Trust & estate advice and collaboration with attorneys
- Tax strategy and coordination with accountants
- Philanthropic solutions to facilitate charitable goals
- Education on investments & wealth management strategies
- Guidance and resources on financing, insurance, art, aviation, real estate, and other special interests
We work with each client to understand what drives their decisions and develop strategies that meet individual and family needs.
Whether a client has inherited wealth or recently created it, our goal is to prepare and empower each family member according to their needs, across generations. Depending on a family’s level of interest, we also design educational programs tailored to meet their knowledge level and preference.
Portfolio Administration & Reporting
Transparent communication and streamlined execution