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BigSur Wealth Management (BSWM) Overview
Type
Multi Family Office
Year Founded
2007
General Information
BigSur Wealth Management (BSWM) is a multi-family office headquartered in Miami. The firm provides comprehensive wealth management services to high-net-worth families, focusing on investment advisory, estate planning, and family governance. By offering tailored solutions across asset classes and jurisdictions, BSWM addresses the complex needs of multi-generational clients—supports long-term capital preservation and strategic growth for families with diverse global interests.
Contact Information
Website:
https://www.bigsurpartners.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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