Structured Financial Partners

In an industry obsessed with numbers, we’re more interested in you. To us, your life is a story, not a spreadsheet. Which is why we begin with a discovery session that doesn’t end until your complete personal and financial picture comes into focus. Through our elegant, proprietary service model we map out your key concerns and address them in a holistic way, mindful of what’s best for you and your family. Creating a custom financial framework built on trust and long-term gain is more than smart planning, it’s our process.

Maximus in Beverly Hills is a leading organization that specializes in translating public policy into impactful programs at various government levels. Their expertise lies in creating initiatives that have a direct and positive influence on individuals' lives, making a significant difference in communities they serve. Generated from their website's infomation

Bel Air Investment Advisors provides investment management and advisory services to wealthy individuals and families with $10 million or more in investable assets. Formed in 1997, the firm leverages the experience of professionals who have dedicated their careers to advising some of the wealthiest individuals, families, trusts and foundations in the United States. Located in Los Angeles, Bel Air has built its history and future by ensuring that clients benefit from wealth management expertise that reflects more than 175 years of combined experience. Bel Air enjoys the benefits of a focused, team-oriented organization with links to the resources of a large investment firm. In 2001, State Street Global Advisors, the investment management arm of State Street Corporation, purchased a majority interest in Bel Air Investment Advisors.