BNR PARTNERS, LLC
Our Highlights | Mission Statement
We are an independent firm which provides customized family office services to high net worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family.
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OUR HIGHLIGHTS
- Independent
- Assist high net worth individuals and families in managing and preserving wealth
- Trusted family advisors
- Agents/Advocate for our clients
- Deliver personalized, unbiased service
- Small firm serving a limited client list
- Highly detail-oriented, yet holistic approach
- Customized solutions
- Review client’s total financial profile from multiple perspectives – tax and estate planning issues, charitable giving philosophy, family dynamics
- Objective to coordinate a cohesive unit of service providers and professionals working toward the same goals for the family
- Fee based compensation; no products sold
- Work in concert with other independent firms to complement our family office services with assistance in investment advisory/management
- Direct contact with principals of the firm
MISSION STATEMENT
Depending on our clients' preferences, we work independently, or with other financial advisors and professionals, to identify short- term and long-term goals, develop a plan to meet those goals, implement the plan, and monitor/modify the plan as needed.