Bordeaux Wealth Advisors

Bordeaux Wealth Advisors is pleased to announce it has surpassed $4 billion in client assets under management (“AUM”) as of December 31st, 2021. “Achieving this asset milestone is a direct reflection of our team’s commitment to our clients and their complex financial needs,” said Tom Myers, CFA, CFP, CPA, CEO and Senior Wealth Advisor. “Our team continues to win new client engagements at a record clip because of our comprehensive offering and ability to be our clients’ definitive point of contact for all financial matters.” https://lnkd.in/gnTWZkps #RIA #AUM #growth

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Some business provisions from the Tax Cuts and Jobs Act (#TCJA) are set to expire on 12/31/2025. Are you prepared? #tax #businesstax Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Wealthy individuals and families may be known for making sound financial decisions, but anyone can make a mistake. Learn about common mistakes #highnetworth individuals and families make at our upcoming Wine & Wealth Wednesday event on August 14th. Register here: https://lnkd.in/gVsRdqWG or email events@bordeauxadvisors.com.

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

While children of wealthy families have significant advantages, there can also be challenges, including anxiety and even loneliness. Bordeaux Wealth Advisors' Managing Partner, James Hering, CFA, is cited in this Crain Currency article on helping next-gen family members find purpose.  https://lnkd.in/eD6QcY_a #thoughtleadership #insights #wealthmanagement

Have you accumulated concentrated wealth via stock compensation or real estate? If so, you are likely thinking about how you can diversify that wealth tax-efficiently. Join us for Wine & Wealth Wednesday on August 7th to learn about a variety of options. Register here: https://lnkd.in/gwUU6thS or email events@bordeauxadvisors.com.

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

#EstateTax changes could be in store – are you prepared? Absent congressional actions, a significant number of #TCJA provisions are set to expire on 12/31/2025, including the current estate exemption amount. A thoughtful, effective plan takes time. Join us for Wine & Wealth Wednesday on July 31st to learn more about steps to minimize your taxable estate. Register here: https://lnkd.in/es_5_dDZ or email events@bordeauxadvisors.com.

Please read BWA’s latest market and economic commentary. Let us know if you have any questions or would like to discuss the issues outlined in our commentary or any other wealth management questions.