October 28, 2024 Introducing our latest whitepaper “Smart Gifting: Leveraging Non-Portfolio Assets”. The paper discusses the upcoming 2026 reduction of the lifetime gift exemption and explores creative techniques for gifting assets outside of traditional investment portfolios, for those considering making gifts before the exemption sunsets. Go To Article

May 7th, 2024 Introducing our latest whitepaper “Pooled Family Investment Structures: Navigating the Maze”, which delves into the challenges and solutions surrounding family office structuring. The paper examines balancing simplicity and customization in managing assets and transferring wealth, and how strategic planning aids wealthy families in navigating this complexity. Go To Article

  April 10th, 2024 This global volunteer month, we are very proud that our ongoing commitment with StreetWise Partners is featured in their “Partner Spotlight”. StreetWise advances economic equity by connecting underrepresented talent to mentorship and career opportunities. BBR is honored to create positive impact alongside this worthy organization.     Streetwise Partner Spotlight: BBR […]

March 20th, 2024   Stephanie Gromek, our Co-Managing Partner, chairs the Practice Management Initiative at the UHNW Institute. In this role, she recently authored the whitepaper “Human Capital Building Block – The Way Forward and the Talent Challenge” which showcases our value-forward approach to talent acquisition and retention, is now available on their website.   […]

February 20th, 2024 In today’s ever-evolving landscape, we have observed a growing trend within our network: an increasing number of individuals are exploring foreign residences and citizenships. In response to this emerging trend, BBR’s Michael Wolson partnered with Melvin Warshaw, Esq. and David Lesperance, J.D., of Lesperance & Associates, to explore the process for securing […]

January 1, 2024 VIEW ARTICLE >

Atalanta NYC Rings the Nasdaq Stock Market Closing Bell Atalanta NYC, a nonprofit that employs professional female runners who serve as mentors for young high school athletes in underserved parts of the city, visits the Nasdaq MarketSite in Times Square. In honor of the occasion, Mary Cain, Founder, rings the Closing Bell. We take immense […]

July 18th, 2023 In the continuous effort to expand our knowledge base and stay ahead of emerging topics, we are pleased to share our perspective on a growing theme in the long-term management of family wealth: capping or reducing wealth transfer. To explore the variety of reasons and solutions for this current phenomenon, BBR Partner […]

    We are thrilled to share that two exceptional colleagues, Nicole Davis and Justin Molinaro, have been promoted to Partner at BBR. The BBR difference, that special quality which continues to set us apart, is our people. We are excited to welcome them to the partnership and look forward to their continued impact on […]

October 2022 During a lively discussion, Brett and company riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, favorite investment types, and blind spots. They also paid a tribute to the legendary Ira Harris. Listen to Podcast here >