- 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
*Please Note: Limitations. The scope of the consulting services to be provided depends upon the specific requests and needs of the client. BBR does not serve as an attorney, accountant, or insurance agent. BBR does not prepare legal documents or tax returns, nor does it sell insurance products.