Private Client Services

WE’RE HERE FOR WHEN YOUR COMPLEX FINANCIAL NEEDS REQUIRE SOPHISTICATED SOLUTIONS

Private Client Services means you receive concierge-level support from our BW team of wealth advisors to fulfill your highly specialized needs. 

You can expect a proactive approach to managing your wealth as our team creates tailored solutions that fit your custom needs. You remain in control as we help you learn from and adapt to the complexities wealth can bring.

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Experience The Benefits

Private Client Services is custom tailored for high net worth individuals and families with sophisticated financial needs who appreciate our help in simplifying their life.

Request a consultation to experience our concierge approach and all the benefits of Private Client Services.

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Private Client Services

You need specialized investing options and we can help find the perfect solutions around real estate, debt, private equity, and more.

 

WE’LL HELP YOU CONSIDER:

Financial Planning

Your unique financial situation calls for a unique financial plan, and constant monitoring to ensure the plan follows the exclusive roadmap to your Ideal Life. We love focusing on your plan and being on the journey with you.

Investment Advisory

Your custom financial plan is based on your goals and visions of your Ideal Life. Your wealth advisors will use sophisticated financial modeling to create a strategic road map to your future.

Alternatives

Exclusive access delivers opportunity to you. Alternatives enhance, but do not replace, traditional equities. Historically, institutional investors, pensions, and private endowments have had alternatives at the center of their investment strategy. Alternatives don’t fall into traditional investments like stocks, bonds, and cash, and they are not traded on an exchange.

Tax Planning

Planning your taxes is an essential part of your overall financial plan. We advocate being proactive with detailed plans that could include corporate benefits, any business planning, income planning, and more.

Trust and Estates

Leave the legacy you envision. Our estate planning attorney and wealth advisors will prepare the essential estate documents to maximize the money going to your heirs, and to minimize any estate taxes and distribution times.

Legal Review

Our team makes the complex simple with advice on navigating the legal landscape to reach your ultimate financial goals.

Philanthropic Support

We make sure the organizations you love and want to support are included in an efficient giving strategy.

Family Meetings

Families benefit greatly when everyone is at the table for conversations about wealth, and where it should go. We love facilitating these conversations because we understand the value they bring to your entire family.

How It Works

Your wealth advisor is your personal financial guide and coach, always on call, and constantly reaching out to you. They connect you with your team of financial specialists when needed, drawing on our firm’s collective deep expertise to build solutions for your unique financial needs.

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Get Started

Your complicated finances need elegant solutions for all aspects of your life, and we’re standing by to assist with advanced financial planning, including investment advice, trust and estate planning, tax planning and efficiency, private banking, and so much more.

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Appointment

In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.