We start with questions. What would you do if money were no object? How would you really enjoy spending your life? What will be your legacy?
We listen. We care. We understand.
Your life is unique – as is your BSW engagement. Each BSW engagement is serviced by a dedicated team, including an Advisor, Investment Advisor, Associate Advisor, and Client Service Manager. Your comprehensive plan is custom-built for your goals, needs, and circumstances. Revisited often, your dynamic plan is adapted and reshaped depending upon each stage of life. From a holistic and informed perspective, we provide ongoing insight, guidance, and reporting so you always know where you stand.
Sweet-spot engagements, generally in the $2MM to $10MM AUM range, receive full-suite of BSW Core Advisory Services and investment options, typically no need for long-term Strategic Advisor involvement.
Engagements below current $20K annual minimum, typically younger with high incomes and aggressive saving/investment targets or those with windfall/liquidity/inheritance events on the horizon, receive a reduced package of advisory services and discretionary services.
Larger, more complex engagements that consistently require involvement of Strategic Advisor per issues including M&A, outside advisors/assets, or specific impact objectives. Minimum fee of >$20K., regardless of AUM.