BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client’s financial life to provide a highly customized investment strategy and comprehensive wealth management guidance. We’ve grown organically and our entrepreneurial spirit remains the core of our culture 20 years later. Learn more at: https://www.bbrpartners.com/
Firm Snapshot:
•Founded in 2000
•Client minimum of $30 million in investable assets
•Serving more than 170 client families with approximately $26 billion* in assets under management
•High staff-to-family ratio
•Solely focused on individuals and families
