We listen. We care. We understand.
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?
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.
BSW serves as the trusted steward of your family’s financial life. We are fiercely loyal to you and solely focused on the preservation and growth of your wealth.
Wealth Management Clients work directly with BSW Advisors who understand your life circumstances and aspirations. We listen to your dreams and goals to develop and implement a customized investment plan that proactively creates and grows your wealth, including exclusive access to proprietary investments.
Annual minimum engagement fee: $5,000.
Private Clients are successful individuals and families ready to delegate away the complexities and drudgeries of managing their financial lives. Specialized expertise, curated professional support and superior investment options—BSW’s white glove approach is unlike any other investment firm you’ve ever experienced.
Annual minimum engagement fee: $10,000.
Family Office Clients tap into the best of BSW and go far beyond mere investment and advisory services. All of our capabilities and resources are deployed on your behalf. We serve as your Advocate. Your Confidante. Your Sounding Board. Your Mediator. Your Steady Counsel.
Annual minimum engagement fee: $40,000.