BBR Partners, founded in 2000 in New York, serves as a boutique multi-family office managing over $22 billion in assets for ultra-high-net-worth families. The firm specializes in complex investment portfolios, tax planning, and multi-generational wealth strategies.
BBR Partners focuses on clients with $20 million or more in investable assets, offering customized portfolio construction, manager selection, and consolidated reporting. The multi-family office stands out for its emphasis on tax-aware investing and deep expertise in alternative investments. BBR Partners maintains strong relationships with leading investment managers while providing comprehensive family office services, including philanthropic planning and next-generation education.