Medical Professionals

We have decades of experience advising medical professionals.

BSW’s multi-family office approach provides medical professionals with comprehensive financial advice, including both personal financial planning and business consulting. We are experts in strategies that minimize taxes, increase profits, and, when the time comes, maximize value when transitioning or selling your practice. Our staff is uniquely qualified to help medical professionals uncover deep, meaningful business insights that drive their personal wealth and well-being.

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Your specialty is treating patients

We help develop the business structures and strategic insights to maximize the profitability of your practice.

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Your time is your most precious resource - and your chief constraint

We help develop the business structures and strategic insights to maximize the profitability of your practice.

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Eventually you will want to monetize the value of your practice

We help you design the most effective and profitable plan for you, your practice and your family.

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Financial predators routinely target medical professionals

We disentangle you from unsuitable investments and help protect you and your family from costly mistakes.

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You may have used debt to invest in yourself and grow your practice

We develop intelligent debt reduction and pay-off strategies.

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Eventually you may want to retire

We help you assess your specific financial needs and retirement readiness.

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Medical professionals are at high risk of litigation

We collaborate with your legal team and put structures and strategies in place to protect your assets.

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