Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a multi-family office headquartered in Menlo Park, United States.
Bordeaux Wealth Advisors
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.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
—
Location
Region
North America
Country
—
City
Menlo Park
Corporate office
1550 El Camino Real Suite 100
Frequently asked questions
What is Bordeaux Wealth Advisors?
Bordeaux Wealth Advisors is a multi family office headquartered in Menlo Park.
When was Bordeaux Wealth Advisors founded?
Bordeaux Wealth Advisors was founded in 2017.
Where is Bordeaux Wealth Advisors headquartered?
Bordeaux Wealth Advisors is headquartered in Menlo Park, in the North America region.
What does Altss track for Bordeaux Wealth Advisors?
Altss maintains an OSINT-verified profile of Bordeaux Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Bordeaux Wealth Advisors's website?
Bordeaux Wealth Advisors's public website is bordeauxwealthadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bordeaux Wealth Advisors?
Bordeaux Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Bordeaux Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Bordeaux Wealth Advisors?
Bordeaux Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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