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Eagle Bay Advisors is an independent fiduciary firm providing highly-specific advice to ultra-high net worth families.
Eagle Bay's highest priority is building relationships with our client families. We focus on transparent communication, around the clock support, and establishing trust with our clients.
With decades of experience investing across asset classes and market cycles, Eagle Bay’s expertise in investment allocation allows the company to develop highly sophisticated, personalized portfolios for its family clients.
Integrating estate planning and wealth management functions, Eagle Bay can provide services catered to the unique needs of each client; a holistic approach to wealth management that incorporates all facets of financial and non-financial needs.
Eagle Bay aims to provide its clients the full-service experience, ranging from budgeting, investing, and estate planning, to more sophisticated asset sales (artwork, real estate), in addition to business succession planning.