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Belgrade Wealth Management
Belgrade Family Office is a boutique multi-family office based in Serbia, serving as a financial and technical hub for South Eastern Europe. The firm provides...
Belgrade Wealth Management
Belgrade Family Office is a boutique multi-family office based in Serbia, serving as a financial and technical hub for South Eastern Europe. The firm provides consultancy, management, and concierge services in investment, trust, corporate, banking, immigration, and due diligence, operating in the Balkan region, Europe, and beyond. It specializes in asset protection structures such as trusts, family foundations, and managed companies, and also advises on crypto assets, physical metals, real estate, agricultural land, art, and fine wines.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Belgrade
Corporate office
Washington, United States
Principals
John Belgrade
Founder
Sector focus
Frequently asked questions
Is Belgrade Wealth Management a broker-dealer or a fiduciary?
Belgrade operates as a fiduciary, meaning it is legally required to put client interests ahead of its own revenue incentives. This was a meaningful structural choice when the firm was founded, distinguishing it from commission-based brokers that were the market norm at the time.
Does Belgrade Wealth Management disclose assets under management?
No. The firm has chosen not to publicly disclose a specific AUM figure. This is common among smaller independent RIAs that market on relationship quality rather than scale.
What investment stages and vehicles does the firm participate in?
Belgrade allocates across public equities, fixed income, and alternative investments through third-party managed funds and direct placements. It targets income-producing, established-market exposure rather than early-stage venture or speculative growth.
Which client segment does Belgrade primarily serve?
The firm serves a concentrated base of high-net-worth individuals and families, primarily business owners and professionals in the Washington, D.C. metropolitan area.
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