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Bordeaux Wealth Advisors, LLC (BWA) Overview
Type
Multi Family Office
General Information
Bordeaux Wealth Advisors, LLC (BWA) is a multi-family office headquartered in Menlo Park. The firm serves high-net-worth individuals and families with comprehensive wealth management, investment advisory, and financial planning services. BWA’s team leverages experience across investments, finance, and taxation to address complex client needs—offers tailored strategies designed to preserve and grow wealth across generations while maintaining a disciplined, client-centric approach to fiduciary responsibility.
Contact Information
Website:
https://bordeauxwealthadvisors.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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