Bordeaux Wealth Advisors Overview

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.