BBR Partners Information

BBR Partners is an independent, boutique multi-family office and Registered Investment Adviser serving a select group of ultra-high-net-worth families with complex, multi-generational needs since 2000. BBR manages approximately $38.3 billion for over 200 client families as of 6/30/26. We are exclusively focused on families, partner-owned, and fee only. We provide highly customized investment strategies and bespoke advice. Our services span investment management, multidisciplinary wealth advisory, portfolio administration and reporting, and philanthropic services. As a manager of managers, we design every portfolio around the family: access to select investment opportunities, rigorous manager selection and oversight, and manager fee negotiation where possible. Guided by empathy, rigor, and integrity, we build relationships designed to endure and to prepare the next generation of wealth stewards. Our offices are in New York, San Francisco, and Chicago, with regional presence in Texas, Florida, and Colorado. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/ Please visit www.bbrpartners.com for additional information.