May 30th, 2024 Our Managing Partner, Stephanie Gromek, will receive the Petticoat Award at the Sadie Nash Leadership Project’s ‘Evening of Joy and Liberation’ gala on June 5th, 2024. Sadie Nash provides training and community for the next generation of women and gender-expansive youth of color leaders through their award-winning summer and after school programs. […]
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May
May
POOLED FAMILY INVESTMENT STRUCTURES: NAVIGATING THE MAZE By Gazelle Summe and Matt Herman May 7th, 2024 More clients are finding that family office structuring is like navigating a maze with ever-changing rules. The Tax Cuts and Jobs Act of 2017, specifically the complexities around the deductibility of investment expenses, has led many wealthy families to […]
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Apr
Apr
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 […]
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Mar
Mar
March 2024 We are excited to share Chapter Two of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This segment offers a closer look at the specific functions of the group and highlights the depth of talent at all levels of our firm. Watch Part I
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Mar
Mar
PRACTICE MANAGEMENT: HUMAN CAPITAL BUILDING BLOCK- THE WAY FORWARD AND THE TALENT CHALLENGE written for the UHNW Institute by Stephanie Gromek, Managing Partner at BBR Partners and Chair of the Practice Management Initiative, The UHNW Institute Stephanie Gromek, our Co-Managing Partner, chairs the Practice Management Initiative at the UHNW Institute. In this role, she recently […]
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Feb
Feb
ACCESS TO LIFE ABROAD: REASONS AND STRATEGIES By Melvin A. Warsjaw, Esq., David Lesperance, J.D., Lesperance & Associates and Michael Wolson, BBR Partners February 20th, 2024 As the world becomes increasingly interconnected, embracing the concept of a foreign residence or citizenship can be instrumental in harnessing a range of global opportunities. In response to this […]
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Jan
Jan
January 2024 The latest edition of BBR To-Go, Episode 9, gives a look behind the scenes to what creates and upholds a culture of simplifying complexity at BBR. It is the first of three chapters showcasing our Operations Teams. We know that our greatest assets are our people, and these teams deliver on that promise […]
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Jan
Jan
January 10, 2024 BBR Partners was featured in CNN’s “Best Financial Advisors”. Their list of best financial advisor firms was derived from the Securities and Exchange Commission’s database of registered investment adviser Form ADV filings. They first screened for RIAs that have their main office in the United States, total assets under management of at […]
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Jan
Jan
January 1, 2024 VIEW ARTICLE >
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Dec
Dec
December 2023 In trying times, community becomes especially important. In this season we are lifted up by supporting one another. We believe the BBR difference is our people. We hope this year’s video lends meaning and a bit of joviality to that statement. We wish you happy holidays and a joyful New Year!