Bel Air Investment Advisors is an independent minded wealth advisory team serving ultra-high-net-worth individuals, families, and foundations. The team advises entrepreneurs, multi-generational families and foundations navigating important decisions, grounded in disciplined judgment, intellectual independence, and a long-term perspective.
ABOUT US
It’s about decisions that define a legacy.
Bel Air works with visionaries, founders, and multi-generational families committed to managing wealth responsibly and navigating important financial decisions. The team partners with clients through moments of real consequence, including liquidity events, business transactions, family changes, and shifts in responsibility. These decisions often intersect investments, tax considerations, estate planning, and long-term priorities, requiring disciplined judgment and thoughtful collaboration.
Our advisors, portfolio managers, and analysts bring decades of experience guiding clients through these moments with a consistent, customized process designed to support informed decision-making across generations. We believe advice should be grounded in intellectual independence and enduring client relationships.
The team was built on a commitment to being independent minded and minimizing conflicts. Bel Air does not rely on proprietary products or transactional incentives, allowing advice to remain aligned with each client’s long-term interests and fiduciary strategy.
As global markets evolve and capital becomes more dynamic, Bel Air continues to advance its analytical and technological capabilities to deepen insight, anticipate risk, and support forward-looking decision-making grounded in strategic judgment.
Bel Air’s advisors and portfolio managers bring decades of experience advising ultra-high-net-worth individuals, families, and foundations. As a multi-generational team, the team partners closely with multi-generational families, applying disciplined judgment and intellectual independence to important financial decisions across generations.
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
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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