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BBR Partners, LLC

Overview:

Family Expertise

When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. Our sole focus on families has given us a deep understanding of the unique tax situations, intra-family dynamics and investment requirements of high-net-worth individuals. We remain committed to providing the holistic approach that multigenerational families need.
Independence and Transparency

Our business model is straightforward: we align our objectives solely with those of our clients. We have no internal managers and do not receive compensation from anyone other than our clients. Therefore our only incentive is to understand each client’s needs and to act in their best interest. We combine years of Wall Street experience and extensive resources with objectivity to provide unbiased advice to meet each family’s unique goals.

Collaboration and Ingenuity

Our collaborative approach to multidisciplinary management enhances our ability to tackle issues from multiple perspectives. Whether it is effective philanthropy, tax efficiency or family education, the depth and breadth of our collective knowledge allows us to design unique solutions for any issue a client may face.

Stability and Accountability

With no turnover of leadership and no acquisitions in our 14-year history, we have become a stable and enduring presence in our clients’ lives. We have maintained thoughtful growth, expanding organically to preserve our heritage of highly personalized solutions and service. We hire and train employees who embody a strong sense of personal accountability and commitment to our clients’ well-being. We are proud of our high employee and client retention, which we view as a testament to our commitment to excellence.

KEY Facts:

Firm Snapshot

       Client minimum of $20 million in investable assets
       Founded in 2000 as a multi-family office
       Serving more than 100 clients with over $9 billion in assets under management
       Consistent leadership; no turnover at the Partner level in our history
       Exceptionally high staff-to-family ratio
       Located in New York and San Francisco

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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