Bel Air Investment Advisors services the specific investment needs and interests of wealthy individuals, families, and foundations. The practice was built on a set of client centric values and beliefs which it continues to operate by today. Bel Air has one singular mission: to help clients achieve their financial goals.
ABOUT US
It’s about creating a legacy.
Bel Air helps meet the needs of clients through life’s most complex financial situations, including; major life changes and liquidity events; taking a company public; intergenerational wealth transfer; inheriting a large sum of capital; getting married and combining finances; investing assets on behalf of a foundation; or seeking to change investment advisors.
Wealthy individuals often face complex financial decisions that require highly experienced professionals to help solve critical investment, tax, and estate planning challenges with a customized approach.
Bel Air’s advisors, portfolio managers, and researchers bring decades of industry experience in tailoring investment solutions to meet a client’s needs and safeguard their legacy.
LEGAL AND PRIVACY | WEB ACCESSIBILITY PORTAL
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org ©2024 Hightower Advisors. All Rights Reserved.
