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Alert: The current COVID-19 Pandemic is causing an unanticipated delay in the mailing of BHFA’s Form ADV 2A. BHFA expects to send this document to all applicable clients no later than May 15, 2020. Click here to access the ADV 2A.

HOW WE HELP


Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.

INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

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WHO WE HELP


We specialize in providing personalized service to ultra affluent families,
family offices and executives looking for advice about managing their wealth

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OUR SERVICES


We provide distinct yet integrated wealth
management services to help you reach
your full range of financial goals.

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CONTACT US


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