We’re excited to share that BBR Partners has officially moved into our new San Francisco office at 255 California Street, Suite 500! This thoughtfully designed space reflects our continued growth on the West Coast and reinforces our commitment to investing in our people, our clients, and the broader community. We look forward to opening our doors to clients and partners and sharing the next chapter of what we’re building together. #BBRPartners #SanFrancisco #FirmNews https://lnkd.in/dEp4SBYz
BBR Partners
Investment Management
New York, NY 13,014 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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Get directions
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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It’s Intern Appreciation Day! We’re incredibly grateful for the drive, curiosity, and energy our summer interns bring to BBR. Thank you, Christina Donnelly, Max Phillips, Lara Sahinoglu, and William Goldberg for your hard work and the impact you’ve made. It’s been a pleasure having you on the BBR team! #BBRPartners #Talent #Culture
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BBR Partners reposted this
Brett Barth on diversifying globally.
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We are excited to share our 2025 Impact Week video! This year, we had the privilege of partnering with 12 incredible organizations to give back to the communities we call home. Creating positive impact isn’t just something we do; it’s part of who we are. Enjoy! https://lnkd.in/dNJ_TR-i
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We’re excited to share that BBR Partners has been recognized on InvestmentNews 2025 list of Top Independent High-Net-Worth Advisors. Please follow the link to BBR's website for additional information and important disclosures. https://lnkd.in/enPARJp9
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We’re proud to share the latest episode of the Capital Allocators podcast: “Friends Reunion 3: Five Allocators Riff on Investing", featuring our Co-Founder Brett Barth, Host Ted Seides, Meredith Jenkins (Trinity Wall Street), Jon Harris (AIM), and Casey D. Whalen, CFA, (Lazard Wealth). This candid and insightful conversation is shaped by years of shared experience and friendship, and covers a range of topics from the state of private markets, to the role of AI in the investment process. Enjoy the collected expertise! #bbrpartners #wealthmanagement #boutique #independent #capitalallocators (Video Coming Soon) https://lnkd.in/eAYyzaXV
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Congratulations to BBR's Michael Wolson on receiving the 2025 Sidney Wilf Distinguished Young Leadership Award! This well-deserved honor recognizes his outstanding work as Co-Chair of the Anti-Defamation League NextGen Advisory Board.
I’m deeply honored to receive the 2025 Sidney Wilf Distinguished Young Leadership Award from the Anti-Defamation League, which honors a leader in business, community affairs, and charitable causes who utilizes the success they have achieved in their chosen fields to influence and inspire positive change in the community. This award is a tribute to the memory of Sidney Wilf, a passionate Jewish leader and the son of Holocaust survivors, and I carry his legacy with humility and a deep sense of responsibility. Personally, it is also a tribute to my late grandmother, Evelyn Schulgasser, a survivor of the 1920s pogroms in Kiev. My journey here began with the values my parents instilled in me—the sense that being Jewish isn’t just about tradition, but about duty: to each other, our history, and the future. That sense of duty brought me to the ADL, where I found not just a philanthropic home, but a place to take action, lead, and fight rising hate with purpose. Since joining the Glass Leadership Institute in 2020, I’ve been fortunate to serve on the New York-New Jersey Next Generation Board and the Regional Advisory Board, helping to build the next generation of leadership. I’m especially proud of the work we’ve done—from bringing ADL programming into my workplace, BBR Partners, to strengthening partnerships with institutions like Project Shema, TCS New York City Marathon, and Tulane University, and to speaking out amid a terrifying rise in antisemitism since October 7, 2023. Thank you to the Wilf family, to the ADL, to my wife, Gabriella Wolson, PCC, who inspires me every day, and to all who fight alongside me.
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As an advisor to high-net-worth families, we are often involved in cross generational conversations around wealth protection. BBR's Julia Panchot teamed up with matrimonial attorney Adria Hillman to demystify how individual and trust assets are treated at divorce, prenuptial agreements, and practical tips to protect wealth even without a prenup. Read the whitepaper here: https://lnkd.in/e7jp6Fdn
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We are honored to partner with this amazing organization. The opportunity to inspire and support young minds is deeply meaningful, and we’re grateful for the chance to contribute to such a valuable program. Thank you Story Pirates Changemakers.
We are coming to the end of another fantastic year of our Story Quest program, serving Title I schools across 8 different states. These kids' original stories were read by 6,672 incredible volunteers who sent back notes of encouragement to each young author. Thank you, Adobe, Amazon, BBR Partners, Bloomberg Philanthropies, BRITISH AND IRISH TELCOM LIMITED, Cengage Group, Charles Schwab, Commerce Architects, Fetch, Fidelity Investments, Fitch Ratings, Greenback Capital Limited, KPMG, LPL Financial, Microsoft, NBCUniversal, Otis, Paramount, PayPal, QuidelOrtho, Regeneron, Salesforce, Signature Aviation, Stryker, Snap Inc., VisaVisit.org, Xerox, and Yelp for helping us get notes back before the school year ends! #EmployeeEngagement #CorporateSocialResponsibility #StoryLove Volunteer in one hour, from anywhere in the world!
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We are grateful for the opportunity to participate in such a meaningful event with Knock Knock Give a Sock. It was a powerful experience connecting with women in our community and engaging in thoughtful conversations. Thank you for having us, we appreciate the chance to be part of this important work!
Founder of Knock Knock Give A Sock l Optimistic Entrepreneur I Author l Not on Forbes 30U30
Thank you to BBR Partners for partnering with us and inviting your employees to dine with our neighbors living in local homeless shelters for a Women's Meet Your Neighbor Lunch! The Knock Knock Give a Sock team is so grateful to partner with you for this unbelievable event! Thank you Laura Ilkiw Kristen Daley Justine Rocco Lashawn Chambers @Jen beck Katerina Margiotta Isabelle Aloya Jennifer Joyce for joining and Michael Wolson for connecting us all!
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