Bel Air Investment Advisors

Bel Air Investment Advisors is an independent wealth management firm focused on serving the unique needs of wealthy individuals, families, and foundations. The company provides a range of services, including pre-liquidity planning, mortgages, lines of credit, portfolio lending, tax planning and coordination, as well as trust and estate planning. Additionally, Bel Air offers philanthropic strategy and consulting, ensuring that clients receive tailored solutions that minimize conflicts and additional fees. By pioneering a model specifically designed for affluent clients, Bel Air Investment Advisors aims to address their financial requirements comprehensively and effectively.