Whether a person’s wealth is inherited or earned, the primary objectives are the same, namely:
- Preserve and grow purchasing power,
- Enjoy the wealth, and
- Transfer accumulated assets efficiently to future generations.
Wealth creators themselves may not have the time or focus to maintain or manage their wealth. BIAS’ most senior executives each have a minimum of 25 years dedicated to the care and management of private client wealth.
As baby boomers themselves, they identify strongly with the needs of their contemporaries.
The BIAS Dynamic Approach is as follows (click on any one for more information):