Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)

This podcast episode features an interview with Brett Barth and Evan Roth, co-founders of BBR Partners, a multifamily office. The conversation spans BBR's 25-year history, covering their investment philosophy (diversification across strategies, not asset classes; a focus on long-term compounding and opportunistic tactical shifts), cultural principles (teamwork, transparency, and a commitment to client peace of mind), and key lessons learned along the way (importance of hiring for expertise, automating processes, and fostering a partnership culture). They discuss challenges faced, such as adapting to market changes and scaling the business while maintaining a boutique approach. The interview concludes with reflections on their favorite investment strategies, future plans for BBR, and personal insights. A key takeaway is the importance of aligning client objectives with investment strategies and adapting to market shifts by embracing contrarian views and identifying opportunities in underserved sectors.