“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. 

Planning Knowledge

A Private Wealth Consultant has an extensive knowledge of the most advanced estate planning, business planning, and charitable planning techniques.

Industry Experience

A Private Wealth Consultant is highly qualified to provide advice and recommendations based on years of advanced planning experience.

Client-Focused

A Private Wealth Consultant can tailor an advanced planning strategy based on a deep understanding of your client’s financial and life goals.

Strategies

Estate Planning

For many, the phrase “Estate Planning” sounds as though it is something only the ultra-wealthy need to do. In truth, every family, no matter their net-worth, could benefit from an estate plan.

Business Planning

Only about 30% of family and businesses survive into the second generation, 12% are still viable into the third generation, and only about 3% of all family businesses operate into the fourth generation…

Charitable Planning

One such way to leave a lasting legacy to your favorite charity is through the gift of life insurance. Life insurance provides the charity with a tax-free death benefit, and because the cost of life insurance…

Retirement Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool.

Insurance Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool…

About BKA PWC

We continually work to build and maintain the most experienced and knowledgeable team of sales support employees and associates in the insurance industry in order to understand and respond to the specialized estate planning and insurance needs of National Financial Institutions and their Financial Advisors.

Latest Blog & News

Election Effect on Estate Planning

Election Effect on Estate Planning

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...

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Charitable Planning Before the Sale of Business

Charitable Planning Before the Sale of Business

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...

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Contact us

Call Us:

(617) 274-8281

Email Us:

info@bkapwc.com