Strategic Planning

We provide unconditional advice when defining financial goals and investment policies

A clear understanding of where you want to go is an excellent way to start a journey, so we start by setting objectives and developing a comprehensive plan. This includes defining investment objectives and risk tolerances, understanding and creating discipline around cash flows (sources and uses) over time, and developing an overall investment plan from this base.

We provide unconditional advice when defining financial goals and investment policies

A clear understanding of where you want to go is an excellent way to start a journey, so we start by setting objectives and developing a comprehensive plan. This includes defining investment objectives and risk tolerances, understanding and creating discipline around cash flows (sources and uses) over time, and developing an overall investment plan from this base.

Financial & Personal Goal Setting

We help our clients define their financial goals and craft investment policies to help achieve them – including desired outcomes, limitations and things to avoid.

Cash Flow Planning

We believe understanding family cash needs, portfolio and other income, investment commitments, liquidity and debt are all essential considerations in developing tailored solutions to unique challenges.

Risk Management

Our advice involves understanding common risk factors across portfolio holdings, how best to pursue diversification, and the importance of capital structuring and investment selection to achieve the goals that our clients and we mutually understand.

Comprehensive Investment Roadmap

We design a dynamic plan for a portfolio to evolve over time, from a beginning state to a long-run target allocation, taking into account market conditions along the way.

Man looking though documents
concentrated assets approach

Manage risk and maximize
the proceeds from the sales

For our clients with concentrated holdings, we develop plans for the eventual sale of some or all these positions, typically providing the source of funds for diversifying investments. In the meantime, we design “asset aware” portfolios that bring balance to portfolios with concentrated holdings often dominating a client family’s wealth, cash flows and risk.

Ultra-High-Net-Worth Investors: Preparing for What's Ahead

Consider the future and how to make your wealth work on your behalf.

Nearing an Exit: Questions to Ask Yourself & Others

For those beginning to think about the sound management of wealth, possibly around an exit from a large investment, the following outlines some questions we might ask.  The questions range from the sublime – family and philanthropic goals – to the more mundane – investment, administrative and tax matters.  As you revisit your life goals and begin to embrace this new undertaking, identifying those resources that can help and how to engage with them is likely to become an early priority. 

Typical Needs of Wealthy Investors

While each individual and family has a unique mix of goals and requirements, they frequently share a need for planning and investment expertise and resources, and other support.  Forward-looking, wise management is the most commonly needed ingredient.

Ultra-High-Net-Worth Investors: Preparing for What's Ahead

Consider the future and how to make your wealth work on your behalf.

Nearing an Exit: Questions to Ask Yourself & Others

For those beginning to think about the sound management of wealth, possibly around an exit from a large investment, the following outlines some questions we might ask.  The questions range from the sublime – family and philanthropic goals – to the more mundane – investment, administrative and tax matters.  As you revisit your life goals and begin to embrace this new undertaking, identifying those resources that can help and how to engage with them is likely to become an early priority. 

Typical Needs of Wealthy Investors

While each individual and family has a unique mix of goals and requirements, they frequently share a need for planning and investment expertise and resources, and other support.  Forward-looking, wise management is the most commonly needed ingredient.

Insights

Q1 Capital Markets Review

Entering 2025, strong economic momentum gave way to heightened volatility
as aggressive U.S. tariff actions disrupted markets and trade relationships. Our report reviews how these shifts impacted public and private markets, identifies actionable investment opportunities, and outlines strategic positioning for a more uncertain global environment.

Access Our Report

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.