BBR Partners

Thinking about “breaking up” with New York City for tax purposes? A new piece by Timothy Noonan and Benjamin M. breaks down the two residency tests—statutory day count and domicile—and what it actually takes to leave and land successfully. From how to use your homes to where you spend meaningful time, the article offers many practical tips. #BBRPartners #WealthManagement #TaxPlanning https://lnkd.in/gTjcgPJP

We are pleased to announce the promotion of three exceptional colleagues, Bradley Bernard, Jordan Karen, and Gillian Minardi, to Partner. Each exemplifies the values, purpose, and culture that have defined our firm for more than 25 years—the BBR difference. Please join us in congratulating them! #BBRPartners #WealthManagement #FamilyWealth https://lnkd.in/gZd3TyWG

As we close out our 25th year, we are pleased to share the narrative of how our investment approach was formed, how certain tactics have evolved as we have grown, and how our core philosophies have remained unchanged. #BBRPartners #WealthManagement #FamilyWealth https://lnkd.in/g7cJJDKC

As the year winds down, we wish you and yours a wonderful holiday season and a joyful New Year. We are excited to share our holiday video, which is especially meaningful as it marks the close of our 25th anniversary. We hope you enjoy! #BBR #happyholidays #wealthmanagement #familywealth https://lnkd.in/gznX7XqQ

We are excited to present a special 25th Anniversary edition of BBR-To-Go, featuring Co-CEOs Brett Barth and Evan Roth, and Co-Managing Partners Stephanie Gromek and Todd Whitenack, in conversation with LinkedIn Editor-in-Chief Daniel Roth. This discussion reflects on BBR’s 25-year journey, sharing our vision for the future, the value of remaining independent, our intentional culture, and our bespoke approach to serving clients. We hope you enjoy! #wealthmanagement #BBRPartners #familywealth https://lnkd.in/eEDfYVXz

BBR’s Co-founder and Co-CEO Brett Barth shares his thoughts on our approach to private markets. Big thanks to Ted Seides of Capital Allocators and Jon Harris, Meredith Jenkins, and Casey D. Whalen, CFA.

BBR’s Co-founder and Co-CEO Brett Barth shares his thoughts on opportunities in biotech. Big thanks to Ted Seides of Capital Allocators and Jon Harris, Meredith Jenkins, and Casey D. Whalen, CFA.

BBR’s Co-founder and Co-CEO Brett Barth shares his thoughts on active equities. Big thanks to Ted Seides of Capital Allocators and Jon Harris, Meredith Jenkins, and Casey D. Whalen, CFA.

BBR’s Co-founder and Co-CEO Brett Barth shares his thoughts on growth equity. Big thanks to Ted Seides of Capital Allocators and Jon Harris, Meredith Jenkins, and Casey D. Whalen, CFA.

BBR’s Co-founder and Co-CEO Brett Barth shares his thoughts on a growing segment of private investing. Big thanks to Ted Seides of Capital Allocators and Jon Harris, Meredith Jenkins, and Casey D. Whalen, CFA for such an engaging and meaningful conversation.