Baldwin Brothers (BB)

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Baldwin Brothers (BB) Overview

Type

Multi Family Office

Year Founded

1974

General Information

Baldwin Brothers (BB) is a multi-family office headquartered in Marion. The firm provides comprehensive wealth management, investment advisory, and family governance services to multiple high-net-worth families. Its team works closely with clients to address estate planning, tax strategy, and philanthropic objectives. Baldwin Brothers (BB) emphasizes a disciplined approach to asset allocation and risk management—supports families in preserving and growing capital across generations.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Marion, United States

Portfolio & Notable Allocations

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Baldwin Brothers (BB) | Marion Multi Family Office | Altss