Our expert team is here to keep every aspect of your family’s financial life organized, transparent, growth-oriented, and safe — both now, and for future generations
At Beatrice, we take an honest, proactive, and human-centered approach to building, preserving, and stewarding wealth. We begin every relationship by asking our clients what their values are and what the purpose of their wealth is. Next, we develop thoughtful, personalized, and comprehensive wealth solutions that support all of our client’s various forms of capital: financial, intellectual, social, and personal.
We believe wealth is made up of these four distinct kinds of capital, and each form should be prioritized to maximize a client’s success, happiness, legacy, and community benefit. We aim for lifelong relationships, and believe that a family, institution, or community that devotes itself to building and sustaining all of these forms of capital, on a continual basis, will thrive over the long term.
Our Services
As an independent, client-focused, and full-service wealth management firm with a history of highly-effective stewardship for elite families, we make complex financial challenges, needs, and decisions more manageable, while supporting the entire scope of our clients’ capital and purpose.
"I’ve been working with Beatrice for a year now and have found them to not only be attentive, responsive and thorough for all my financial matters, but also so kind and concerned about me as a human. I know they have been building their team with great care to hire people who embody those values. The connections they have made for me have been thoughtful and helpful. I feel so lucky to be one of their clients."
Entrepreneur, Founder, CEO & Beatrice Client
The testimonial on this page is from a current client, and compensation was not exchanged for the testimonial.
