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. […]
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Feb
Feb
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 […]
31
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!
03
Nov
Nov
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 […]
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Sep
Sep
2023 Top RIA Firms Barron’s 2023 ranking of the nation’s top 100 RIA Firms BBR Partners was ranked #24 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for this […]
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Jul
Jul
Consolidation Crunch Hits Rate Reality FA‘s 2023 RIA Ranking BBR Partners was ranked #18 in Financial Advisor’s “2023 RIA Ranking”. Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement […]
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Jul
Jul
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 […]