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Greater personalized service and enhanced customization

Intented for high-net-worth families, the Private Client Solution encompasses your entire financial situation. BACTworks directly with you and other professional advisors to develop effective strategies to meet all your needs, including everything from tax and financial planning, to estate and succession planning — personally focusing on your situation and paying attention to your day-to-day financial matters. Our wealth management road map integrates every aspect of your financial picture, delivering all of our wealth management, investment management, asset protection, tax and estate planning advice in one place.

BACT Private Client Solution team provides a comprehensive range of business solutions to a diverse global client base through specialist regional teams, underpinned by a commitment to innovation, differentiation and client service excellence.

With our Private Client Solution you get a customized managed portfolio, an exclusive team that specializes in what matters most to you and more. Let our BACT Private Client dedicated advisor team assist you with crucial financial matters, including tax optimization, legacy and estate planning consultation, and access to private equity.

We offer a attractive package of services delivered from key onshore and offshore jurisdictions to high and ultra-high net worth individuals, families and entrepreneurs across the globe.

PREMIUM PRIVATE CLIENT CONSULTING

Exclusive portfolio management

The BACT Private Client team takes a comprehensive view of your investments and assets to build a strategy to align with your personal goals. Your meticulously managed account is never pooled, ensuring that all your investment needs get the care they deserve.

Your account is continuously monitored to uncover rebalancing opportunities as they arise. If your life changes, the BACT Private Client team is able to adjust your strategy so it always aligns with your needs.

Your strategy can be customized to your situation to cover socially responsible investing, company stock plans, highly appreciated securities and more.

Your dedicated BACT Private Client team assists you under one all-inclusive fee model. There are no trailing fees or trade commissions.

Tax Optimization

Don’t pay more than you need to. The Private Client team helps you reduce your tax liability by using municipal bonds, tax-managed individual stocks and tax-loss harvesting, when appropriate. The team’s approach is to allocate your income-generating assets to a tax-deferred account while growth-oriented assets are allocated to a taxable account. Your team can also provide general tax guidance and review past returns to help you manage your taxes efficiently.

Comprehensive financial planning

Our team can review your long-term goals and help you create a plan to achieve them. We’ll help evaluate the impact of various estate decisions and review legacy considerations, including titling, beneficiary designations, gifting and asset-protection strategies.

Risk Management

  • Life Insurance
  • Disability Income
  • Long Term Care
  • Annuities
  • Property and Casualty

Financial planning

  • Cash flow planning
  • College planning
  • Retirement planning
  • Estate planning

Asset Management

  • Asset allocation
  • Managed accounts
  • Investment solution

Business Setup Structuring

  • Foundation
  • Holding Company
  • Family Offices

ESTATE PLANNING

  • Estate Plan Reviews, Including Balance Sheet Review and Net Worth Forecasting
  • Estate Tax Reduction Strategies
  • Generational Planning
  • Family Legacy Planning
  • Communicating with Beneficiaries
  • Trustee and Fiduciary Support

ASSET PROTECTION

  • Personal Insurance Review for Life, Disability, and Long-Term Care Insurance
  • Property and Casualty Insurance Review

INVESTMENT MANAGEMENT

  • Custom Portfolio Management
  • Non-Discretionary Relationship
  • Stock Concentration Strategies
  • Stock Option Planning
  • Alternative Investments
  • Portfolio Income Strategies
  • Tax-Smart Implementation and Trading
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting and Performance Reporting
  • Individual Securities
  • Socially Responsible Investing, including ESG Screening
  • Cash Management Solutions
  • Current Events: Portfolio Sensitivity
  • Secure Client Portal

WEALTH MANAGEMENT

  • Financial Planning
  • Budget Analysis and Spending Review
  • Goals Assessment and Prioritization
  • Wealth Planning Organizer
  • Real Estate Advice and Support
  • Mortgage Rate Watch
  • Access to Lower Negotiated Borrowing Rates
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • Retirement Home Analysis and Community Living Options

We Are That Team. Trust Our Talent, Government Connections & Support. Get A Free Quote! 24/7 Live Chat Online. Free Consultation.

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Contact us at the consulting office or feel free to submit a business inquiry online.

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