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.

BigSur Partners

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