Bel Air Investment Advisors LLC is an independent wealth management firm based in San Francisco, CA, dedicated to serving the unique needs of affluent individuals, families, and foundations. With a client-centric approach, the firm provides comprehensive and transparent advice, leveraging decades of experience and a high advisor-to-client ratio to deliver highly customized solutions. Bel Air also emphasizes social responsibility, supporting clients in their commitment to community engagement.
Bel Air Investment Advisors goes beyond portfolio management, offering a range of value-added services through trusted partners, including pre-liquidity planning, tax planning coordination, trust and estate planning strategy, philanthropic strategy and consulting, and next-generation preparation and education. The firm is led by a team of experienced investment advisors and managers who are dedicated to aligning their interests with those of their clients, ensuring a personalized and holistic approach to wealth management.
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