HOW MUCH IS TOO MUCH GROWTH?  by Sean R. Apgar & Christen K. Douglas  July 18th, 2023 For advisors to families of substantial means, maximizing the amount of wealth transferred to succeeding generations is normally a top priority.  It may seem counter intuitive, but we have observed an increase in themes that challenge this mindset.   […]

    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 […]

December 2022 We are committed to supporting extraordinary organizations. This holiday season once again, we are supporting World Central Kitchen, an incredible global organization focused on providing meals in response to humanitarian, climate, and community crises.

December 2022 IMPACT@BBR is proud to support women and girls’ athletic achievements, professional success and overall well-being through a partnership with Atalanta NYC. Atalanta was founded in 2021 by world class runner Mary Cain. We hope you enjoy and are inspired by a short video which highlights Atalanta’s unique story, and BBR’s important role in it. […]

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 >

September 1, 2022 We are thrilled to share that our co-founder and co-CEO Evan Roth is profiled in this month’s issue of “Real Assets Adviser”. In this profile, Evan outlines his journey from Kentucky to Wall Street to founder of BBR Partners. ““I won’t say I’m an entrepreneur, but I had an entrepreneurial zeal to make […]

January 31, 2022 The Adams administration released an open letter from over 200 business, civic, and labor leaders showing broad support for the Mayor’s efforts to make New York a safer and more just city. VIEW OPEN LETTER >

 . We are thrilled to be able to start the year off with an exciting announcement. The BBR difference, that special quality which continues to set us apart, is our people. It has always been true, but the last few exceptional years have proven it more than ever. Thriving cultures can grow organically from within […]

December 2021 We are committed to supporting organizations that are doing extraordinary work. This holiday season, in appreciation, we supported Start Small Think Big and Year Up. Start Small Think Big is a nonprofit that helps small businesses with high potential and limited access to the resources needed to create thriving businesses. Year Up is a national workforce […]

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice NEW YORK, November 15, 2021–( BUSINESS WIRE)– BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for client families by introducing Multidimensional Impact. Stephanie Diamond, has joined the […]