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Eagle Bay Advisors is a wealth management firm that focused on advising families of substantial means on all aspects of their lives.
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 portfolios for its family clients.
Integrating estate planning and wealth management functions Eagle Bay can provide highly specific advice to its clients, focusing on the unique needs of each client; a wholistic approach to wealth management that incorporates all facets of financial and non-financial needs.
There is virtually no service Eagle Bay cannot provide its clients, from budgeting, investing and estate planning, to more sophisticated asset sales (artwork, real estate), in addition to business succession planning.