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  • Home
  • About Us
  • Our Approach
  • Our Services
    • Strategic Planning
    • Portfolio Construction & Management
    • Family Office Support
    • Transaction Support & Oversight
    • Exit Planning
  • Insights
    • Capital Market Reviews
    • Market Commentaries
    • White Papers
  • Contact
May 2024
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May 5, 2024
By Bitterroot Capital Advisors
2024 Q1 Capital Markets Review

Government Policy and Wealth Taxes

Recent proposals by President Biden aim to implement a minimum 25% tax rate on ultra-high-net-worth households. The narrative extends globally with various states and countries moving towards higher capital gains taxes to fund social initiatives, reflecting a worldwide trend towards more aggressive

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118 East Main St, Bozeman, MT 59715

Founded in San Francisco, our headquarters has been based in Bozeman, Montana since 2000.

Contact
  • 118 East Main St, Bozeman, MT 59715
  • Phone 406-556-8202
Insights
  • Capital Markets Review
  • Market Commentaries
  • White Papers
Forms
  • CRS Form
  • ADV Form Part 1
  • ADV Form Part 2

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BCA is not for everyone – and we are proud of that distinction. We look for a select group of individuals (and their entities) whose financial position and preferences enable them to thrive while working with us.

We welcome your interest. Please give us at call at +1-406-556-8202 to set up a confidential exploratory consultation.