Eagle Bay Advisors LLC

Overview

Eagle Bay Advisors LLC operates under the primary business name Eagle Bay Family Office and is registered with the SEC as an investment adviser. The firm describes itself as an independent, privately owned global family office serving ultra-high-net-worth individuals and families, institutions, and corporations.¹²

Eagle Bay says its approach combines transparency, personal service, fiduciary responsibility, and multi-generational planning. Its wealth solutions span investment management, estate and tax planning, and broader family office services.²³

Leadership

Michael D. Nelson is CEO and Managing Partner. He leads the firm’s strategic direction, complex client relationships, growth initiatives, and talent development. Cindy Curtis is Partner and Chief Operating Officer.⁴

Tanya Durkee Urbach, J.D., and Georgina H. Miltenberger, J.D., are Partners and Co-Heads of Family Office Services. Julie Shah is Partner and Chief Financial Officer, with experience in taxation, financial reporting, tax planning, compliance, budgeting, forecasting, and family office operations.⁴

Services

Eagle Bay’s investment management services include advice on client-sourced opportunities, manager due diligence and selection, strategic asset allocation, portfolio rebalancing, and consolidated performance reporting.⁵

Its family office services include banking and credit oversight, real estate closing and mortgage support, insurance oversight, asset purchases, trust planning, governance structures, tax-efficient strategies, and security services.⁶

The firm says its broader wealth solutions can address budgeting, investing, estate planning, asset sales, and business succession planning.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Risk and insurance
• Business owner services
• Private and alternative investments

Client focus

Eagle Bay works with ultra-high-net-worth individuals and families, institutions, and corporations. Its multi-generational planning emphasis supports clients managing investment, estate, tax, governance, and succession needs across family and business contexts.²³

Approach

The firm describes its client model as fee-only, with clients paying for advisory services rather than transaction-based compensation. Eagle Bay says its service model is built around transparency, personal service, and fiduciary responsibility.²⁷

Assets and minimums

Eagle Bay’s SEC relationship summary states that it provides discretionary investment advisory services and does not impose a stated minimum fee or minimum portfolio value. The firm reports fee arrangements based on assets under management or advisement, fixed fees, and hourly fees. Its relationship summary says fees generally range from 50 to 150 basis points depending on portfolio size and services.⁷

By the numbers

FAQs

Related resources

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  EstatePlanner.com offers practical guides on wills, trusts, and estate planning concepts. Readers can use these materials to prepare questions about transferring wealth, coordinating fiduciary arrangements, and aligning estate decisions with family governance and tax planning needs.

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• Similar firmsBessemer Trust
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  Profiles of Bessemer Trust, Ehrenkranz Partners, and Family Management Corporation offer useful comparison points on this site. Reviewing these firms can help wealthy families and business owners frame questions about investment management, fiduciary services, family administration, private investments, and support for complex financial needs.

Sources

1. SEC Form ADV
2. Eagle Bay Family Office: About Eagle Bay
3. Eagle Bay Wealth Solutions Overview
4. Eagle Bay Family Office Team
5. Eagle Bay Investment Management
6. Eagle Bay Family Office Services
7. SEC Form CRS

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.