BPBI LLC

BPBI serves high‑net‑worth individuals, family offices, trusts, estates, and corporate clients, with a notable focus on international investors—primarily clients from Mexico. The firm provides comprehensive portfolio management, financial planning, family‑office oversight, and sub‑advisory services, and it does not generally serve non‑high‑net‑worth individual clients.

BPBI delivers individualized investment advice and tailors portfolios to client objectives and constraints, implementing strategies through ETFs, UCITS, individual securities, mutual funds, and alternative investments. Unusually for a firm of its size, a substantial portion of BPBI’s assets are managed on a non‑discretionary basis, meaning the adviser typically provides recommendations but requires client approval before executing trades.

BPBI maintains formal affiliations with other advisory entities, including a Mexican affiliate (IPB Administracion SC) and a U.S.-based private fund adviser that manages offshore funds, and it has a material sub‑advisory and service arrangement with GenTrust that provides custody, execution, and operational support. Those affiliations, combined with its emphasis on international HNW and family‑office clients and its multi‑currency custody and supervisory oversight services, create potential conflicts of interest and operational features that differ from many peers.