BBR Partners

BBR Partners is an independent wealth management firm. It serves ultra-high-net-worth individuals and family offices, using a manager-of-managers approach that gives clients access to outside investment managers. The firm works with families that have $25 million or more in investable assets. BBR Partners is based in New York, United States, with offices in San Francisco and Chicago too.

BBR Partners was founded more than 25 years ago by people who had worked at corporate investment firms. It builds each client's portfolio using outside investment managers instead of managing all the money itself. For a wealthy family, that means one firm coordinates many specialists instead of hiring each one separately.¹