Eagle Bay Family Office

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Eagle Bay Family Office — overview

About

Eagle Bay Family Office is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include estate and trust planning, business planning, cash flow forecasting, investment consulting, insurance planning, retirement planning, risk management, charitable giving, distribution planning, tax planning, and portfolio management. It advises high-net-worth individuals and families, trusts, estates, charitable organizations, corporations, and business entities. In 2023, Eagle Bay Family Office acquired Zale Capital Management.

Eagle Bay Family Office - known decision makers (17)

Position	Location	Asset Class
Analyst	New York, US	PEREINFHFPDNR
Associate	New York, US	PEREINFHFPDNR
Chief Investment Officer	New York, US	PEREINFHFPDNR
Director of Operations	New York, US	PEREINFHFPDNR
Managing Director,Head of Portfolio Management	New York, US	PEREINFHFPDNR

Showing 5 of 17 known decision makers Eagle Bay Family Office

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