Brownlie Braden

At Brownlie & Braden Advisors, we are a unique firm providing family office services, designed to serve distinguished families with multigenerational wealth advisory needs. With over 25 years of experience and a team of 21+ dedicated professionals, we have built a reputation as trusted advisors, committed to helping our clients navigate the complexities of managing significant wealth. Our mission is to provide a comprehensive range of services, tailored to meet the unique needs of each family, and to help them achieve their long-term goals and objectives.

Our Philosophy

We believe that wealth management is not just about managing assets, but about helping families achieve their vision for the future. Our approach is, and always has been, to provide a curated set of services that aligns with our clients' unique resources, challenges, and objectives. We focus on building long-term relationships, based on trust, transparency, and a deep understanding of our clients' needs and goals.

Services

We offer a comprehensive range of services, designed to meet the unique needs of our clients. Our services include:

• Family Office Services: We provide a wide range of financial resources, including investment management, tax planning, asset protection, philanthropic planning, estate planning, life insurance due diligence, and family risk management.
• Investment Advisory Services: We believe in providing customized investment strategies, tailored to meet the unique needs and goals of each family. Our team has decades of experience and extensive relationships with selective public and private fund managers.
• Multigenerational Estate Planning: We provide strategic direction to our clients in developing a wide variety of estate and tax planning vehicles, designed to help them achieve their objectives for their family, as well as philanthropic and charitable giving goals.
• Interim Company Management: We can provide interim company management or board representation for those looking to address specific business continuity and succession issues.

Our Unique Approach

What sets us apart is our commitment to our clients' long-term success and peace of mind. We are fiduciaries first and investors second, and we believe that everything we do from an investment perspective should involve a well-thought-out and strategic plan of action. Our fee structure is based on the complexity of our clients' situations and the resources necessary to accomplish what they need, not a fee based on the value of their assets.

Meet Our Team

Our team is comprised of highly experienced and dedicated professionals, committed to providing exceptional service and guidance to our clients. Our senior management team has decades of experience in wealth management and family office services, and our operations and administration teams are dedicated to providing seamless support to our clients.