A Flat-Fee Multi-Family Office
- Birchwood Family Office exists to serve ultra-high net worth families with at least $25 million of investable assets.
- Our Families prioritize trustworthy professionals and raising grounded, successful children over buying expensive investment products.
- Flat-Fee: one clear annual fee for all services that isn’t based on AUM.
Services
- Independent Financial & Investment Management
- Governance & Decision-Making
- Tax Planning
- Health & Well-Being
- Raising Grounded Inheritors
- Risk Management
- Philanthropy
- Leadership & Transition Planning
- Estate Planning & Legal Issues
- Family Dynamics
Leadership
Stephen H. Nelson, CFA, CFP®
President
Matthew E. Higbie, CFA, CFP®
Managing Director
Contact
Birchwood Capital
2385 Camino Vida Roble, STE 100
Carlsbad, CA 92011
For inquiries, please contact: stephen@birchwoodcapital.com