BBR Partners is a boutique firm that grows and preserves wealth by designing customized investment programs for a select group of individuals and families.
BBR serves a global multigenerational client group with diverse backgrounds and interests. We work with multiple generations within families and are able to serve as a resource for all family members, regardless of an individual’s level of financial sophistication.

Our clients include entrepreneurs, beneficiaries of inherited wealth, executives of Fortune 500 companies, and investment professionals with hedge fund, private equity and real estate backgrounds.