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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:
https://www.baldwin-llc.com/

Year Founded:
1974

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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