Eagle Bay Family Office

Eagle Bay Family Office

Financial-Services

New York, New York
United States
Company Tagline

Making impactful decisions as a true Fiduciary for ultra-high-net worth families.

Industry Category
Financial-Services
Company Description

Eagle Bay Family Office is dedicated to empowering individuals, families, and institutions worldwide to achieve their financial goals through informed and strategic decision-making. Headquartered at 7 World Trade Center, 250 Greenwich St, New York, New York 10007, US, Eagle Bay Family Office operates as a true fiduciary, ensuring that its insights and incentives are fully aligned with the unique opportunities and objectives of its clients. Eagle Bay Family Office is also located in San Juan, PR.

Specializing in Trust & Estate Planning, Wealth Management, Comprehensive Reporting, Risk Management, Financial Planning, and Investment Advice, Eagle Bay Family Office delivers unbiased advice and unwavering advocacy, building lasting relationships through deep understanding and collaboration. The firm is committed to addressing what matters most to its clients: family, finances, causes, businesses, and legacy.

With a foundation built on integrity and a client-centric approach, Eagle Bay Family Office strives to provide exceptional service and create meaningful impact. Eagle Bay Family Office’s approach ensures tailored solutions and comprehensive support. We invite the manager of Eagle Bay Family Office to create a customized and exclusive company showcase and product listing on our platform to further highlight your services.

Key Personnel / Employees
Cindy Curtis Nelson Andre Corpuz David Zale CFA Tanya Durkee Urbach

Compare Companies Side by Side

Compare Eagle Bay Family Office with 3 companies in Financial-Services

4 Companies
Comparison Field
Eagle Bay Family Office
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Founded Year
2012 2005 2003
Company Size
11-50 2-10 11-50
City
New York, New York Woodland Hills, CA Rockville, Maryland Tuggerah, New South Wales
Country
United States United States United States
Skills & Keywords Comparing with main company
10 Total Skills
Financial Services Wealth Management Estate Planning Investment Advice Risk Management Financial Planning Fiduciary Services Trust & Estate Planning Comprehensive Reporting Fiduciary
16 Total 16 Unique
Unique Skills:
Alternative Investments Cash flow analysis Cash Flow Strategies Charitable Giving College Funding Disability +10
18 Total 18 Unique
Unique Skills:
401(k) Management AEP & CFP firm CERTIFIED FINANCIAL PLANNER CFA Charitable Giving Strategies Client-Centered Financial Advice +12
18 Total 18 Unique
Unique Skills:
Aged Care Audit bookkeeping Budgeting Business Cash Flow +12
4
Total Companies
2003
Oldest Founded
1
Countries
61
Unique Skills

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Alternative Company Names

This company is also known as

Eagle Bay Family Office 鹰湾家族办公室 ईगल बे फैमिली ऑफिस إيجل باي فاميلي أوفيس Игл Бэй Фэмили Офис