BBR Partners’ Post

View organization page for BBR Partners, graphic

8,048 followers

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

  • Professional headshots of the authors, Gazelle Summe on the left and Matt Herman on the right.

To view or add a comment, sign in

Explore topics