People - Steven R. Katz

Steven
R.
Katz
Partner, Director of Portfolio & Wealth Advisory

Steven joined BBR Partners in 2003 and is a Director of Portfolio and Wealth Advisory, working 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. Steven has considerable experience structuring tax-efficient trust and estate strategies that are fully integrated with investment plans. Steven is also a member of BBR’s Compliance Committee.

Prior to joining BBR, Steven was a Relationship Manager at U.S. Trust Company of New York, where he advised high-net-worth clients in the areas of investment, trust and estate, cash flow analysis and life insurance strategies. Prior to U.S. Trust, Steven worked as a real estate attorney at McDermott, Will and Emery and Schulte Roth and Zabel LLP. He also held a position in the Real Estate Tax Group at Deloitte & Touche.

Steven holds an LLM in Taxation from New York University School of Law, a JD from Fordham University School of Law and a BS in Business Management from Cornell University. He also is a Certified Public Accountant in the State of New York.

Steven lives with his family in Chappaqua, NY. He enjoys coaching his son’s sports teams and going to his daughter’s plays; occasionally, he steals away to play a game of pick-up football.