Beverly Hills Private Wealth Selects Goldman Sachs Custody Solutions as Custodian

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Preserve Wealth &
Build Your Legacy

We are an independent advisory firm that partners with successful individuals and families to protect and build wealth for today and future generations.

Our Firm

WHY BEVERLY HILLS PRIVATE WEALTH?

Fiduciary

Committed to putting the best interests of clients first

Holistic

Comprehensive services with an open-architecture platform

Experienced

Decades helping clients navigate market cycles

Generational

Highly personal, longstanding relationships with families

Tailored Advice & Comprehensive Solutions

Empowering you to achieve your unique and evolving goals through tailored planning, investment management, tax planning and risk management.

Our Services

“Our goal is to be the indispensable partner you deserve to guide you through every step of your financial journey: to protect your hard-won savings, preserve your family wealth, enhance your lifestyle and retirement, and build your legacy.”

SCOTT SHAGRIN, CFP®

MANAGING DIRECTOR, CO-FOUNDER

Our Team

Let’s Talk.

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