WEALTH MANAGEMENT IS SO
MUCH MORE THAN A PORTFOLIO
Our clients have needs that extend past their portfolios and Bel Air is built to service those needs minimizing conflict and additional fees. Through trusted partners, we curate meaningful value-added services.
Pre-Liquidity Planning
Mortgages, Lines of Credit,
& Portfolio Lending
Tax Planning & Coordination
Trust & Estate Planning Strategy
Philanthropic Strategy and Consulting
Next Generation Preparation and Education
1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
310.229.1500 | info@belair-llc.com
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