This month, BBR hosted the first in a series of “Emerging Leaders” breakfasts at our offices, bringing together external partners from six different companies. The event offered an opportunity to expand connections with future leaders and lay a foundation for deeper collaboration. We’re excited to explore new opportunities with subsequent events, as we continue to engage with and support emerging talent. Kevin Mahon, Liz Cillo, Michael Wolson, Jordan Karen
BBR Partners
Investment Management
New York, NY 9,272 followers
BBR grows & preserves wealth by designing customized investment programs for a select group of families.
About us
BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/
- Website
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http://www.bbrpartners.com
External link for BBR Partners
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Multi-Family Office
Locations
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Primary
Get directions
55 E 52nd St
18th Floor
New York, NY 10055, US
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Two Embarcadero Center
Suite 440
San Francisco, CA 94111, US
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737 North Michigan Ave.
Suite 2260
Chicago, IL 60611, US
Employees at BBR Partners
Updates
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We’re thrilled to share that our partner, Cristo Rey Network was featured in The New York Times Annual Giving Guide! This recognition shines a spotlight on the transformative work the Cristo Rey Network does nationally to provide deserving students with access to quality education and invaluable work experiences that set them up for success. We’re proud to support Cristo Rey Brooklyn High School and are looking forward to sharing more about our partnership soon- stay tuned! #stategicphilanthropy #impactBBR Partners #CristoRey
This morning, we are grateful to be a recommended charity in The New York Times Opinion’s Giving Guide 2024! Thank you, Kathleen Kingsbury, for being a Cristo Rey champion. Dream bigger with our students by making a gift at cristoreynetwork.org.
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Evan Roth spoke to Robert Frank at CNBC about the election's impact on wealthy investors.
I spoke to CNBC about the election's impact on wealthy investors and what it means for tax planning and portfolio strategies going forward. While concerns about higher taxes in 2025 have eased, the bigger focus now is on the long-term effects of rising government debt, inflation, and how the changing regulatory environment could drive new opportunities for family offices. Robert Frank:
THE BIG IDEA
link.cnbc.com
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Brett Barth at Columbia Business School
I’m pleased to share that I recently had the honor of speaking at Columbia Business School in the course Managing Large Pools of Assets. My guest lecture covered the complexities of outsourcing investment and wealth management for affluent families, addressing when to outsource, available options, and key factors for evaluating providers. A big thank you to Professor Adam Shapiro for the opportunity to engage with such bright minds!
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At Wharton, I had the pleasure of connecting with future finance leaders in the Wharton Undergraduate Finance Club, sharing insights and discussing industry trends. Their thoughtful questions highlighted a bright future for our field. Reflecting on my own journey in investment and wealth management, I was inspired by their passion and leadership potential.
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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. #BBRPartners https://lnkd.in/ep75X2Rh
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We are very pleased to share the newest chapter of BBR In the Weeds: "Family Continuity & Generational Well-Being", featuring Deanna Deutschman, Director of Portfolio & Wealth Advisory at BBR Partners, and Gregory T. Rogers, Founder & Managing Partner at RayLign LLC. Overview video can be played below and for a more in-depth version 𝐭𝐡𝐚𝐭 𝐟𝐮𝐫𝐭𝐡𝐞𝐫 𝐞𝐱𝐩𝐥𝐨𝐫𝐞𝐬 𝐭𝐡𝐞 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐚𝐧𝐝 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐬 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬, 𝐩𝐥𝐞𝐚𝐬𝐞 𝐯𝐢𝐬𝐢𝐭 𝐭𝐡𝐢𝐬 𝐥𝐢𝐧𝐤: https://lnkd.in/eTbNDmAu
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Thrilled to announce we signed StreetWise Partners Opportunity Pledge! #impact@bbr #bbrpartners
As we close out September and #WorkforceDevelopmentMonth we are thrilled to announce the new Opportunity Pledge signatories for 2024: Aminad Consulting, BBR Partners, The Citco Group Limited, LSEG (London Stock Exchange Group), and Schonfeld. In 2023, inspired by the incredible generosity of our community, we launched The Opportunity Pledge. The pledge is a public commitment to build an inclusive and diverse workforce. With an impact of $175,000 generated in year one, the response is clear: the Opportunity Pledge is filling a critical void in the workforce development sector. Learn more about The Opportunity Pledge and how to get involved with StreetWise Partners: https://lnkd.in/eeCCiF9M Together, we will create a brighter, more inclusive future for all.
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We are excited to share that BBR is ranked number 20 in Barron's 2024 Top RIA Ranking! https://lnkd.in/gH3CpR7m Methodology: BBR Partners was ranked #20 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 ranking, firms met the following criteria: 1) The firm is a formal legal entity [Corporation, LLC or LLP] and employs a formal CEO, along with other C-suite executives. 2) The firm’s advisors are client-facing representatives who provide fee-based investment advice and financial planning services. 3) The firm’s advisors are formal employees of the firm, not consultants or affiliates. 4) The firm’s advisors report their regulatory assets under management through the firm’s corporate ADV. 5) The firm provides advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices. 6) The firm serves primarily private-wealth clients. Specifically: a majority [over 50%] of the firm’s regulatory assets under management should be attributable to some combination of these three categories of client: (1) individual investors [including mass affluent, HNW and UHNW] (2) charitable organizations/foundations (3) endowments. Advisors who wish to be ranked fill out a survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.
2024 Top 100 RIA Firms
barrons.com
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World class people, unassailable values, purpose driven. A culture as strong as our technical acumen. We’re #hiring a new Brand Development Associate in New York City Metropolitan Area. Apply today or share this post with your network.