BBR Partners

We are proud to partner with Dominican University through our workforce preparedness initiative. Recently, members of BBR Partners’ Chicago office, led by Deanna Deutschman, hosted Finance & Investing 101 sessions to help students build foundational financial knowledge and explore career pathways in finance and investing. Grateful for the opportunity! #IMPACT #BBRPartners https://lnkd.in/eWnfurK9

The most resilient investment philosophy is the one designed to survive every cycle. BBR Co-founders Brett Barth and Todd Whitenack, joined by Portfolio Strategist Robert Pierce, CFA, CAIA, share what's stayed constant and what's evolved across a quarter century of investment management.   25 years in. Still improving. https://lnkd.in/e_7YzTF8

BBR's Co‑Founder and Co‑CEO Evan Roth was featured in Wealth Management RIA Edge 100 coverage, sharing why AI won’t change our intentionally low client‑to‑advisor ratio, and why great advice still depends on time, judgment, and real conversations. Worth a read! #BBRPartners #WealthManagement #ClientFirst https://lnkd.in/eD-B_WMu

Excited to join the Family Wealth Alliance, Inc. community. Looking forward to connecting with peers across the multifamily wealth space. #FamilyWealthAlliance #BBRPartners

Here's an interesting premise: The Talented Mr. Ripley as an estate planning case study. That's the idea of The Verdict: Estate Planning Through Film, a podcast that unpacks trust, estate, and fiduciary issues through the lens of cinema. BBR's Gazelle B. Summe, Director of Portfolio & Wealth Advisory joined Hons Yung, Partner at Farella Braun + Martel LLP, to examine the film through their professional lenses — exploring control, responsibility, and beneficiary protection in a conversation that makes complex concepts accessible. We hope you enjoy it! #BBR #WealthManagement #EstatePlanning #TrustAdministration #Podcast https://lnkd.in/epZt3mEX

We’re excited to share our newest whitepaper by BBR Partners’ Steven Katz and Mike Darosa, CFA, that explores Private Placement Life Insurance (PPLI) as an innovative tool for family wealth planning. The paper demystifies structuring and highlights how it can support long‑term, tax‑efficient wealth preservation and growth. #BBRPartners #WealthManagement #TaxPlanning  https://lnkd.in/eEP66U9E

Thinking about “breaking up” with New York City for tax purposes? A new piece by Timothy Noonan and Benjamin M. breaks down the two residency tests—statutory day count and domicile—and what it actually takes to leave and land successfully. From how to use your homes to where you spend meaningful time, the article offers many practical tips. #BBRPartners #WealthManagement #TaxPlanning https://lnkd.in/gTjcgPJP

We are pleased to announce the promotion of three exceptional colleagues, Bradley Bernard, Jordan Karen, and Gillian Minardi, to Partner. Each exemplifies the values, purpose, and culture that have defined our firm for more than 25 years—the BBR difference. Please join us in congratulating them! #BBRPartners #WealthManagement #FamilyWealth https://lnkd.in/gZd3TyWG

As we close out our 25th year, we are pleased to share the narrative of how our investment approach was formed, how certain tactics have evolved as we have grown, and how our core philosophies have remained unchanged. #BBRPartners #WealthManagement #FamilyWealth https://lnkd.in/g7cJJDKC

As the year winds down, we wish you and yours a wonderful holiday season and a joyful New Year. We are excited to share our holiday video, which is especially meaningful as it marks the close of our 25th anniversary. We hope you enjoy! #BBR #happyholidays #wealthmanagement #familywealth https://lnkd.in/gznX7XqQ