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Bordeaux Wealth Advisors Overview
Type
Multi Family Office
Year Founded
2017
General Information
Bordeaux Wealth Advisors is a multi-family office headquartered in Menlo Park, United States. Founded in 2017 after a spin-out from a registered investment adviser, the firm initially served Silicon Valley entrepreneurs, corporate executives, and partners in private equity and venture capital, whose wealth stems from technology-driven liquidity events. It provides integrated investment management, tax and estate planning, and holistic financial counsel—streamlining complex balance sheets across generations.
Contact Information
Website:
https://www.bordeauxwealthadvisors.com
Year Founded:
2017
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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