BBR Partners

Last month BBR Partners participated in our 2nd annual volunteer program, IMPACT@BBR.  It was a fantastic experience that brought us together and allowed us to witness the amazing efforts of nonprofit organizations in our communities. Immense gratitude to Animal Haven, BUILD Chicago, Cristo Rey Brooklyn High School, DREAM, God's Love We Deliver, Hudson River Community Sailing, Island Harvest Food Bank, Long Island, NY, Knock Knock Give a Sock, New Alternatives For Children, San Francisco SPCA, Story Pirates, The Friends of Governors Island and New York Common Pantry. Check out our recap of the 13 impactful projects carried out across the country. #BBRPartners #IMPACTatBBR #Volunteering #WealthManagement #ImpactInvesting #MakingADifference #GiveBack #PeaceOfMind

*Cheers to our “Sharing the Wealth - Investing 101” Happy Hour!* We had a wonderful time hosting young adult professionals in our office for after-hours snacks, cocktails, and "Investing 101" topics! We delved into financial competency through an informal Q&A on investment strategies, asset allocation, budgeting, and taxes. Thanks to everyone who joined and to Sarah Norris, Deanna Deutschman and Emily Hiles for leading the conversation! #BBR #WealthManagement #InvestmentEducation #FinancialLiteracy #SharingTheWealthSeries #UHNW #PeaceOfMind

We are excited to share Chapter Three of the BBR To-Go Operations story: "A Culture of Simplifying Complexity". This video features our Client Onboarding and Data Solutions teams and goes deeper into our approach to create peace of mind for our clients. #BBRPartners #BBRTG #BBRToGo #SimplifyingComplexity #PeaceOfMind #WealthManagement #UHNW

This week our Vice Presidents, Directors, and Partners gathered for BBR's biennial management offsite. This gathering is a celebration of our collective vision, an investment in our professional growth, and a strengthening of our team. Here's to a team that is always learning and growing together! #BBR #Culture  

We had a great time attending StreetWise Partners' annual breakfast and we’re incredibly inspired by their mentorship and job training to young adults!

We're excited to announce that our managing partner, Stephanie Gromek, will be honored at the "Evening of Joy and Liberation" gala on June 5th by the Sadie Nash Leadership Project. This recognition celebrates her impactful work with Sadie Nash, empowering the next generation of women and gender-expansive youth of color leaders. Please join us in acknowledging her significant contribution to fostering leadership and inclusivity within our community.

Introducing our latest whitepaper “Pooled Family Investment Structures: Navigating the Maze”, which delves into the challenges and solutions surrounding family office structuring. The paper, written by Gazelle B. Summe and Matthew Herman, CPA, examines balancing simplicity and customization in managing assets and transferring wealth, and how strategic planning aids wealthy families in navigating this complexity. https://shorturl.at/hrGH4 #WealthManagement #BBRPartners #FinanceWhitepaper #CreatingPeaceOfMind #BBR #FinancialSavvy #SmartPlanning #FamilyWealth #StrategicPlanning #FamilyOffice

As the world celebrates Global Volunteer Month this April, StreetWise Partners proudly highlights its fruitful alliance with BBR Partners, a bespoke wealth management firm. Since 2019, BBR plays a crucial role in bolstering StreetWise's mission to foster economic equity through workforce development, truly embodying the essence of volunteerism. A testament to this collaboration is the "Elevate Your Pitch" workshop hosted by BBR, significantly benefiting participants by enhancing their presentation skills and professional acumen. The partnership transcends traditional volunteerism, evolving to include direct employment opportunities, as demonstrated by Saiad Miah's journey from mentee to BBR's Portfolio Wealth and Advisory Associate. This synergy between BBR and StreetWise Partners not only celebrates volunteerism but also sets a precedent for creating a more inclusive and equitable future through dedicated community engagement and skill-building initiatives. #GlobalVolunteerMonth #Volunteerism #Partnerships #WorkforceDevelopment #SkillBuilding #CommunityEngagement

This global volunteer month, we are very proud that our ongoing commitment with StreetWise Partners is featured in their "Partner Spotlight". StreetWise advances economic equity by connecting underrepresented talent to mentorship and career opportunities. BBR is honored to create positive impact alongside this worthy organization. https://lnkd.in/ecC7xDMD #WealthManagement #CommunityBuilding #DEI #BBRPartners #GrowingOpportunities #ElevatingTalent #StreetwisePartners #PartnerSpotlight #EconomimcEquity #Mentorship #WorkingTogether

So proud to partner with Cristo Rey Brooklyn High School! Big shoutout to all the participants who showcased their moves at "Dancing with the Teachers", the largest student-run fundraiser of the year.