“Our commitment is to earn your trust every day through exceptional personal service – which has become the hallmark of our business and one of the main drivers behind our longstanding multi-generational relationships with families.”

IRA H. RAVITZ, CIMA®

MANAGING DIRECTOR, CO-FOUNDER

BENEFITS OF INDEPENDENCE

Fiduciary Commitment

Objective Advice

World-class Partners

Advanced Technology

Our Brand

Beverly Hills Private Wealth is designed to deliver an exceptional experience, complete with objective advice, personal service, comprehensive solutions, and honesty every step of the way.

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.

Unlike many big firms who push products and treat clients like account numbers, we consider you part of the family and we align everything we do to protect your best interests.

Our Evolution

  • Scott Shagrin begins career at Shearson Lehman Brothers

    1983

  • Scott moves to Smith Barney

    1991

  • Ira joins Scott’s team at Smith Barney

    1997

  • Scott and Ira join Merrill Lynch

    2006

  • Lisa joins the team at Merrill Lynch

    2013

  • Alaina joins the team at Merrill Lynch

    2018

  • Our business grows rapidly despite the pandemic, Jose-Pablo joins the team at Merrill Lynch

    2020

  • Beverly Hills Private Wealth is founded by Scott, Ira, and Lisa

    2022

Custody Provider

Goldman Sachs Custody Solutions is a financial leader committed to working with the industry’s preeminent advisory practices, including Registered Investment Advisors and advisory teams seeking independence. We provide the infrastructure and platform to enable advisors to deliver an exceptional client experience through our digital-first custody and trading services.

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Our Partners

MoneyGuide is designed to help financial professionals focus on your retirement goals to create a customized plan. It’s easy to use, allows you to make changes to your plan and immediately see the impact. MoneyGuide is the first collaborative internet-based financial planning software that offers a unique client-centered approach.

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Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available.

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Let’s Talk.

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