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Evan Roth spoke to Robert Frank at CNBC about the election's impact on wealthy investors.
I spoke to CNBC about the election's impact on wealthy investors and what it means for tax planning and portfolio strategies going forward. While concerns about higher taxes in 2025 have eased, the bigger focus now is on the long-term effects of rising government debt, inflation, and how the changing regulatory environment could drive new opportunities for family offices. Robert Frank:
Brett Barth at Columbia Business School
I’m pleased to share that I recently had the honor of speaking at Columbia Business School in the course Managing Large Pools of Assets. My guest lecture covered the complexities of outsourcing investment and wealth management for affluent families, addressing when to outsource, available options, and key factors for evaluating providers. A big thank you to Professor Adam Shapiro for the opportunity to engage with such bright minds!?
At Wharton, I had the pleasure of connecting with future finance leaders in the Wharton Undergraduate Finance Club, sharing insights and discussing industry trends. Their thoughtful questions highlighted a bright future for our field. Reflecting on my own journey in investment and wealth management, I was inspired by their passion and leadership potential.?
Introducing our latest whitepaper?“Smart Gifting: Leveraging Non-Portfolio Assets”. The paper discusses the upcoming 2026 reduction of the lifetime gift exemption and explores creative techniques for gifting assets outside of traditional investment portfolios, for those considering making gifts before the exemption sunsets. #BBRPartners https://lnkd.in/ep75X2Rh
We are very pleased to share the newest chapter of BBR In the Weeds: "Family Continuity & Generational Well-Being", featuring Deanna Deutschman, Director of Portfolio & Wealth Advisory at BBR Partners, and Gregory T. Rogers, Founder & Managing Partner at RayLign LLC. Overview video can be played below and for a more in-depth version ???????? ?????????????? ???????????????? ?????? ?????????????? ?????? ???????????????? ???????????????????? ????????????????, ???????????? ?????????? ???????? ????????: https://lnkd.in/eTbNDmAu
Thrilled to announce we signed StreetWise Partners Opportunity Pledge! #impact@bbr #bbrpartners
As we close out September and #WorkforceDevelopmentMonth we are thrilled to announce the new Opportunity Pledge signatories for 2024: Aminad Consulting, BBR Partners, The Citco Group Limited, LSEG (London Stock Exchange Group), and Schonfeld. In 2023, inspired by the incredible generosity of our community, we launched?The Opportunity Pledge.?The pledge is a public commitment to build an inclusive and diverse workforce.?With an impact of $175,000 generated in year one, the response is clear: the Opportunity Pledge is filling a critical void in the workforce development sector.? Learn more about The Opportunity Pledge and how to get involved with StreetWise Partners: https://lnkd.in/eeCCiF9M Together, we will create a brighter, more inclusive future for all.??
We are excited to share that BBR is ranked number 20 in Barron's 2024 Top RIA Ranking! https://lnkd.in/gH3CpR7m Methodology: BBR Partners was ranked #20 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for this ranking, firms met the following criteria: 1) The firm is a formal legal entity [Corporation, LLC or LLP] and employs a formal CEO, along with other C-suite executives. 2) The firm’s advisors are client-facing representatives who provide fee-based investment advice and financial planning services. 3) The firm’s advisors are formal employees of the firm, not consultants or affiliates. 4) The firm’s advisors report their regulatory assets under management through the firm’s corporate ADV. 5) The firm provides advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices. 6) The firm serves primarily private-wealth clients. Specifically: a majority [over 50%] of the firm’s regulatory assets under management should be attributable to some combination of these three categories of client: (1) individual investors [including mass affluent, HNW and UHNW] (2) charitable organizations/foundations (3) endowments. Advisors who wish to be ranked fill out a survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.
World class people, unassailable values, purpose driven. A culture as strong as our technical acumen. We’re #hiring a new Brand Development Associate in New York City Metropolitan Area. Apply today or share this post with your network.
At BBR, we believe that endless curiosity and learning pave our path to success. On National Intern Day, we are excited to honor our four exceptional Summer Interns. Daniel Greenberg, Emma DiSantis, Luca Tolino and Sylvia N. have shown tremendous ability to challenge themselves, share ideas, and contribute to our Firm's overall goals. Their dedication and proficiency make one thing crystal clear: their futures are bright. We wish them the best of luck as they embark on their senior year of college!
BBR Partners had a great pride month, celebrating at the office with karaoke, hosting guest speakers, supporting LGBTQ+ restaurants and businesses, and educating our staff on LBGTQ historians. At BBR, we're dedicated to championing and empowering the LGBTQ+ community, not only during Pride Month, but each and every day.