Concierge-Level Service for Complex Financial Lives
Our Private Wealth Management services cater especially to families with generational wealth and individuals facing complex financial situations. We understand that managing significant wealth requires a sophisticated, nuanced approach. Our premier offering is designed to provide you with comprehensive, personalized service that evolves with your financial needs.
We are dedicated to meeting you where you are and growing with you as your financial situation evolves. Whether you have an established team of legal, tax, real estate, mortgage, and insurance professionals or need help assembling one, we ensure seamless coordination and communication across all aspects of your financial plan.
This package includes our full suite of financial planning services (below), plus:
- Additional banking services
- Aggregation portal for outside assets
- Plan review by all BFG advisors
- Access to alternative investments
Comprehensive Suite of Services
Our Private Wealth Management program encompasses a wide range of services tailored to address every facet of your financial life. Here’s what you can expect:
Portfolio Management:
Tailored investment strategies designed to align with your financial goals and risk tolerance, ensuring optimal growth and security.
Income Planning:
Innovative strategies to sustain and enhance your income, securing your financial future.
Estate Plan Review:
Thorough evaluations of your estate plans to ensure they are optimized for efficiency and accurately reflect your wishes.
Education Planning:
Strategic planning to secure the educational futures of your children and grandchildren, ensuring they have the resources they need.
Insurance Review:
Comprehensive assessments to ensure you have the right coverage to protect your assets and loved ones.
Retirement Analysis:
Customized retirement planning that aligns with your lifestyle and legacy goals, ensuring a comfortable and fulfilling retirement.
Focusing on What Matters Most
Our Private Wealth Management program offers all-inclusive, concierge-level services that take the stress out of financial planning. We handle the details, allowing you to focus on what matters most to you. Our comprehensive approach ensures that every aspect of your financial situation is meticulously managed and optimized.
Legacy & Philanthropy
Creating a legacy is about more than wealth; it’s about impact. Our multi-generational family planning services prepare your heirs for their financial futures and ensure your charitable and philanthropic desires are honored. We help you build a lasting legacy that reflects your values and vision.
Tax Efficiency
Effective tax planning is crucial as your wealth grows. We collaborate with your CPA or tax preparer to develop strategies that minimize your tax burden and maximize your wealth preservation. Our proactive approach ensures that you are always ahead of the curve when it comes to tax efficiency.
Collaboration
Our firm’s CFP® practitioners work together to review your plan, ensuring it is the most in-depth and accurate it can be. This collaborative effort helps ensure every element of your financial picture is considered and optimized for your benefit.
