For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit. For a select few, there is BigSur Wealth Management, LLC, which also conducts business as BigSur Partners, LLC, (“BigSur”).
BigSur is a global multi-family office founded in 2007 with five anchor families who wished for an independent advisory firm. At BigSur, we strive to maintain a model of independence, targeting an alignment of our clients interests fostered on transparency. It is through this commitment that we seek to avoid common conflicts of interest that often are synonymous with traditional wealth advisory services.
Since our founding, we have enjoyed solid growth, attracting influential families and expert investment advisors in a measured way, always preserving the culture and service level expected of BigSur. Today, we oversee more than $1 billion for 18 core client-families.
Our client list is purposely short. Our relationships deep. We exist to help our clients build, preserve, enjoy and transfer their wealth.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 1441 Brickell Ave,,
- Phone
- 305-740-6777
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bigsurpartners.com
- Keywords
- Miami.
- HQ
- Miami, FL
Bigsur Partners Questions
Bigsur Partners's helpline number is 305-740-6777
Bigsur Partners's website is bigsurpartners.com
Bigsur Partners's LinkedIn profile is https://www.linkedin.com/company/bigsur-partners
Bigsur Partners has
14 employees.
View email and phone details for 14
employees at Bigsur Partners.
Bigsur Partners's industry is
Financial Services
Bigsur Partners's top competitors are
Gfg Capital, Llc,
Seaview Investment Managers,
Aic Capital, Llc,
Maximai Investment Partners,
We Family Offices,
Element Pointe Family Office,
Adamo Capital - Founders Family Office,
Insigneo,
Cv Advisors Llc,
Gentrust.
Bigsur Partners's categories are Financial Services
Bigsur Partners's founding year is 2007
