The Firm
With over 30 years of combined experience in Private Banking, B&L Wealth Group provides investment management, financial planning and wealth transfer services to Ultra-High-Net-Worth U.S based as well as non-US based entrepreneurs, executives, especially cross-border families with varying U.S. tax and residency statuses. We help clients to understand how their U.S. status intersects with financial planning and investment decisions, working in coordination with qualified legal and tax professionals.
Fiduciary Standards
As fiduciaries, we act in the best interests of our clients
Asset Safety
Custodian is Charles Schwab
