BSW Wealth Partners

Also known as BSW

Multi Family Office (MFO)Boulder, United StatesFounded 1992
$1.0B
Assets Under Management
Boulder
Headquarters

About BSW Wealth Partners

BSW is an independent multi-family office and wealth advisory firm that is Built To Last and Makes Life Better for current and future clients, staff, and their families. At BSW, our manifesto is Make Life Better, you'll see it in all we do. At the end of the day, we all want to live lives full of meaning, abundance, adventure, and fulfillment. What we do goes beyond just investments or financial planning. We work side-by-side with our clients so that their wealth empowers and enhances all aspects of their lives. Our clients are successful individuals and families sometimes spanning multiple generations who need a sophisticated partner to assist them with protecting and growing their wealth over the long-term.

Preferred Investment Types

Bridge FinancingBuyoutCredit Special SituationsDistressed DebtPrivate EquityGrowth/ExpansionHedge FundReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Wealth & Estate PlanningRedevelopment & Urban RenewalCharitable InvestmentsImpact InvestingFixed Income/Debt SecuritiesETFsCommunity & Social Welfare FinanceFinancial ServicesReal EstateReal Estate Investment & DevelopmentHigh-Level SectorsNon-ProfitValues-Based InvestingTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is BSW Wealth Partners?

BSW Wealth Partners is a multi family office (mfo) based in Boulder, United States, managing approximately $1.0B in assets.

Where is BSW Wealth Partners headquartered?

BSW Wealth Partners is headquartered in Boulder, United States.

How much does BSW Wealth Partners manage?

BSW Wealth Partners manages approximately $1.0B in assets under management.

When was BSW Wealth Partners founded?

BSW Wealth Partners was founded in 1992.

What does BSW Wealth Partners invest in?

BSW Wealth Partners focuses on Bridge Financing, Buyout, Credit Special Situations, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General.

How can I contact BSW Wealth Partners?

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