Birchwood Capital

We help you manage your family wealth.

We work with families with assets typically between $5 - 25 million who are looking for the highest level of thinking, planning, and execution. Over the years that we've been helping families, we've experienced strikingly similar questions and concerns from wealthy families:

-How much do we give our children so that they money doesn't undermine their motivation, well-being, or self-esteem?
-How can we reduce the risk of a lawsuit eliminating our assets?
-How can we live a life of purpose and meaning?
-How might we minimize the risk and divisiveness that money can bring to family unity?
-How can we steward our resources, finding the balance between personal enjoyment and sharing?

How is Birchwood Capital different from other wealth management firms?
We charge a flat-fee of $24,000/yr  rather than bill by a percentage of assets.

The most widespread lie in the industry
The widespread acceptance of the AUM model (charging 1% on assets) has allowed for earnings that are rightfully clients' and moving them into the pockets of brokerage firms and investment advisors. If clients are receiving the same services, why should some pay more just because they have more money? To put it in dollar terms, a client with $5 million in assets will pay almost $2 million over a 20 year relationship to an AUM advisor.  

Stephen H. Nelson, CFA, CFP® founded Birchwood Capital and built a firm that serves great families who stand to greatly benefit from having a flat-fee advisor.