Wealth Advisory
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Holistic Wealth Advisory

Integration, Education &
Synergy

Our Approach

We believe the needs of wealthy individuals and families differ significantly from those of other investors. BBR strives to foster an environment where families can thrive from our tailored service and insight into family dynamics.

Multidisciplinary Focus

We consider all aspects of a client’s financial life when developing a customized, holistic wealth management plan:

Collaborative Communication

We work with each client to understand what drives their decisions and develop strategies that meet individual and family needs.

Multigenerational Counsel

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.
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Portfolio Administration & Reporting

Transparent communication and streamlined execution
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