Built Exclusively for Wealth
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today.
Interests aligned with our clients, resulting in conflict-free and transparent advice.
Decades of experience advising wealthy families and investing across generations.
A high advisor-to-client ratio and our senior level advisors are the ones doing the work.
Supporting our clients in their belief that we all bear a responsibility to our communities.
Wealth management is so much more than a portfolio.
Our clients have needs that extend past their portfolios and Bel Air is built to service those needs free of conflict and additional fees. Through trusted partners, we curate meaningful value-added services.
Trust Services & Estate Planning Strategy
Mortgages, Lines of Credit, Portfolio Lending, Art Financing, etc.
Philanthropic Strategy and Management
Current & Future Tax Consideration
Next Generation Preparation and Education
We host conversations.
Created by Bel Air to deliver engaging and thought-provoking talks on a wide variety of topics, Conversations has featured discussions ranging from conservation and philanthropy to entrepreneurship and wealth management. Bel Air has attracted business leaders, entrepreneurs, and community stewards, all committed to sharing wisdom, insights and creativity to Bel Air, its clients, and community. Our guests have included notable TV personalities, environmental experts, health visionaries, and heads of state.
Larry King, Emmy and Peabody Award-winning host and media innovator
Russ Mittermeier, Vice Chairman of Conservation International and renowned conservationist
Yune Yen, M.D., Ph.D., City of Hope staff physician and medical oncology researcher
Matthew Bishop, US Business Editor and New York Bureau Chief, The Economist
David Gooding, President and Founder of world famous Gooding & Company auction house
Anti-Defamation League to Honor Three Extraordinary Women of Achievement at 21st Annual Deborah Awards Dinner March 3
The Anti-Defamation League (ADL) will honor three women of achievement from diverse fields and backgrounds at the 21st Annual Deborah Awards Dinner on Thursday, March 3 at the SLS Hotel Beverly Hills. This year’s honorees are Carol Cheng-Mayer, Senior Vice President...read more
Bel Air’s Carol Cheng-Mayer To Co-Host Los Angeles Celebration Event For Second Annual Women’s Entrepreneurship Day
LOS ANGELES – (November 19, 2015) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm, announced today that its senior vice president, Carol Cheng-Mayer, will co-host the second annual International Women’s Entrepreneurship Day...read more
Bel Air Investment Advisors Adds Two Accomplished Bay Area High-Net Worth Financial Advisors To Its San Francisco Office
SAN FRANCISCO (June 8, 2015) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm to high net worth individuals, families, trusts and foundations, announced today that Supriya Batra and Stephanie Withers will join the growing team of...read more