Your taxes. Your estate. Your spending and personal financial commitments. All are important issues that must be planned for and managed in the same way that you manage your investments.
We understand this. We also understand your time is valuable. That is why, as part of our regular asset management fees, our Custodianship and Transaction support colleagues can help you with a wide range of services including:
Think of our role as the client’s personal financial assistant – relieving the client of the everyday burden of matters ranging from basic financial housekeeping to high-level financial work.
For over a decade, the firm’s management team has continued to develop its skills and practices such that we believe we now have an unparalleled depth of expertise and experience.
THE BCWM APPROACH
PLAN FOR THE FUTURE WITH US