Gazelle B. Summe
Helping Bay Area Founders & GPs Navigate Liquidity Events and Life | Director of Portfolio & Wealth Advisory @ BBR Partners
- Role
- Director of Portfolio & Wealth Advisory at BBR Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Gazelle B. Summe
I help founders, CEOs, GPs and their families prepare for major financial milestones, such as the sale of a business or significant investments. My work focuses on helping you get organized before and after a sale—exploring ways to reduce taxes, set up trusts, and plan gifts to family or charity. I also support you with long-term investment strategies, family communication, and understanding the personal impact of significant wealth. If you’re thinking about a liquidity event in the coming year, I’d be glad to talk through what’s most important to get started.View Important Disclosure Information:
Experience
Director of Portfolio & Wealth Advisory
Nov 2021 — Present · San Francisco, CA, US
BBR Partners is a boutique wealth management firm that seeks to grow and preserve wealth by designing customized investment programs for a select community of individuals and families. I work with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
Education
California Polytechnic State University-San Luis Obispo
BS, International Business
2002 — 2006
University of San Francisco School of Management
MBA, Finance
2011 — 2012
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