A complete list of active advisors currently associated with B Side Partners, LLC
Warmer can help you find a great advisor at B Side Partners, LLC or one who fits your needs even better.
B Side Partners is a boutique multi-family office that serves individual clients—most notably ultra-high-net-worth families, business owners, entrepreneurs, and athletes—providing family office consulting and investment management. Its services include estate planning and philanthropy support, legal and contract services, tax and insurance planning, and lifestyle management such as guidance on specialty assets and real estate transactions. The firm tailors an Investment Policy Statement for each client, documenting goals, time horizons, and risk tolerance, and uses a mix of fundamental, technical, and cyclical analysis to inform portfolio decisions; it offers both discretionary and non-discretionary management. B Side Partners also selects and coordinates third‑party advisers, uses a service provider for back‑office and model portfolio support, and recommends Charles Schwab for custody and execution. What is distinctive about the firm is the incorporation of legal and contract services into its family‑office offering—one principal is a practicing attorney—which is uncommon among supported firms. The firm operates with a very small advisory team and client base while regularly directing clients to specific third‑party managers (including FocusPointSolutions and Coast Bridge Capital) and not maintaining custody of client assets.
To learn more about the advisors currently working at B Side Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Southport, CT
| —
| |
Southport, CT
| 14
|
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