Services

Bonsai adds value through three distinct lines of business: the Bonsai Exchange, Bonsai Advisors, and Bonsai Consulting.

Bonsai Exchange

We offer financial professionals carefully selected risk-management solutions to achieve determined outcomes for their clients.

Bonsai Advisors

We provide advisors with a philosophy, methodology and system to act as their clients’ CFO, taking a holistic approach to managing their personal balance sheet.

Bonsai Consulting

Bonsai empowers organizations to rethink, retool and differentiate themselves in an ever-changing market.