BBR Partners is a boutique wealth management firm headquartered in New York City, with additional offices in San Francisco and Chicago. Established in 2000, BBR Partners provides highly customized investment strategies and holistic wealth management services specifically tailored for high-net-worth individuals and families. The firm’s core services include investment management, wealth advisory, and portfolio administration, emphasizing a collaborative and bespoke approach.
They have 2 additional offices:
BBR Partners manages approximately $26 billion in assets for over 170 families, with a minimum client threshold of $30 million in investable assets. Their focus is on simplifying financial complexities while offering personalized solutions. The firm prides itself on independence and objectivity, leveraging a “manager of managers” strategy to deliver curated investment opportunities. They are recognized for their deep due diligence, high staff-to-client ratios, and a culture that values collaboration and service excellence.
BBR Partners’ approach integrates financial planning, tax strategies, asset allocation, and other aspects of wealth management, making them a trusted partner for clients with complex financial needs.
New York
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