Personalized Wealth Management Strategies

Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and is celebrating its 25th anniversary this year. Brett appeared on episode 3 of Capital Allocators eight years ago and is a regular contributor in our Friends Reunion shows. I’ve observed BBR’s growth since first meeting Brett and Evan twenty-four years ago and was excited to hear more about their journey.

Our conversation covers BBR’s successes, missteps, and key lessons over the years. We discuss their investment philosophy and cultural principles, the “turbulent regimes” that cemented their approach with clients, and their shift in mindset from scrappy entrepreneurs to managers of an enduring business. Evan and Brett describe the business and investment decisions that allowed BBR to sustain success, create peace of mind for clients, and prepare for the next long chapter in BBR’s story.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)