Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm with $4.1 billion in assets under management across ~200 families (as of 12/31/2021). We have offices in Menlo Park, Callifornia, and Seattle, Washington -- areas that are synonymous with innovation, entrepreneurship and wealth creation.
We act as personal CFOs for high-net-worth individuals and families in growing, preserving and transferring wealth. Our mission is to serve as our clients’ most trusted advisor -- guiding them to achieve their financial goals and objectives -- and enabling them to achieve their ideal future. We take a holistic approach of assessing one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting.
While many firms canceled their internship program last year, ours was thriving. We pivoted and converted to a remote experience. It worked so well that one of our interns stayed all the way through January!
