“Peace of mind for our clients, developed through a holistic and consultative legacy planning process.”
Brian K. Adams, Executive Director, BKA Private Wealth Consultants.
We believe there is power in experience
Every family is unique and comes with a different set of challenges and philosophies regarding wealth preservation and wealth transfer. the Private Wealth Consultants Team, as our most experienced group of legacy planning professionals, is highly skilled in helping families navigate and implement strategies that help them achieve their wealth transfer goals.
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Latest Blog & News
The 2020 election has been fraught with uncertainty and anxiety for most voters. As the dust settles and a clear winner emerges, what does it mean for high and ultra-high net worth families and their estate plans? Although Congress remains divided with Democrats in...
The interest rates on loans, including bonds, are at an unbelievable low due to the global pandemic. This will affect the health of existing life insurance policies. What's Happening Whole Life and Universal Life (not variable or indexed). These are called "general...
Charitable planning in advance of the sale of a closely held business sounds like an effective way to minimize income taxes. The business owner donates stock to a charitable organization or to a charitable trust and receives a full fair market value (FMV) deduction...