Verified recordFinancial Services

Michael D. Nelson

Managing Partner at Eagle Bay Family Office

Based in San Juan, Puerto Rico

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Seniority

C-Team

Department

General Business & Management

Location

San Juan

Industry

Financial Services

Company size

15

Contact information

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Email

1 credit

m•••••••@eaglebayfamilyoffice.com

Phone

5 credits

+1787 ••• •••• ••••

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Background

About Michael D. Nelson

Michael D. Nelson serves as CEO and Managing Partner of Eagle Bay Family Office, an independent advisory firm delivering a diverse team of recognized experts to solve complex challenges for wealthy families. The firm’s head office is in Manhattan, with professionals across the United States, including Puerto Rico, serving clients throughout the country.The firm provides comprehensive family office services focused on the issues wealthy families care about. Its work includes family governance support, wealth and estate planning coordination, risk management, philanthropy, and serving as the central point of integration among attorneys, accountants, trustees, and other advisors across jurisdictions and generations. The firm also provides investment advisory services, including investment oversight, manager due diligence, consolidated reporting, and portfolio monitoring.Michael leads this group of world-class professionals, applying their combined experience to solving complex problems. His role is focused on leadership at scale: setting the firm’s strategic direction, serving as the primary advisor to the firm’s largest and most complex client relationships, leading new business development, and recruiting exceptional talent.A foundational principle of the firm is acting solely as advocates for the families it serves. Its advice reflects a commitment to transparency, objectivity, and long-term stewardship.

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