Have Someone in Your Corner
When navigating complex financial situations, having the right partner by your side can make all the difference toward securing a successful outcome.
Working with BCAustin Partners puts an experienced, strategic partner in your corner. We advocate for you, solve your most complex problems, and simply get things done. Whether it’s business, financial, family or personal – – you have a trusted partner invested in your greatest outcome.
Led by a trusted, innovative executive with over 35 years of experience, BCAustin Partners offers many opportunities for valued partnership.
Complex organizations need a chief leader to oversee operations and coordinate with professionals. As your Financial Chief of Staff we’ll take the lead on the front lines to collaborate with partners and execute strategies.
We’ll act in a fiduciary capacity to advocate for you and facilitate the execution of family financial plans. As your outsourced family office advisor, we create solutions to complex problems and manage rising issues before they become problems.
We’ll keep an eye on every detail and keep the family office running smoothly.
As your Financial Chief of Staff we’ll coordinate and collaborate with:
- Tax and Estate Attorneys
- Real Estate and Business Attorneys
- Investment Managers
- Banks and Other Lenders
- Trustees, as appropriate
- Risk Management Providers: Property & Casualty, Life
- Arranging bill payment and financial reporting
From decades of providing tailored services to high-net worth families at leading global banks, we’ve built relationships with strong partners for large credit, banking and other sources of capital. BCAustin will partner with you to accomplish specific projects such as:
- Engaging as a financial and strategic advisor to families and businesses to identify and leverage resources needed to drive successful outcomes.
- Consulting with clients through the loan preparation process – analyzing credit needs, structuring the proposal to the bank and advising on terms of the loan.
- Introducing clients to property & casualty or life insurance providers for individuals and businesses through trusted partners
- Connecting clients to potential investment opportunities in private equity, venture capital, and alternative investments through affiliations held by BCAustin Partners LLC with registered investment advisors and other applicable affiliations
Our wealth management process is designed to take a holistic approach to all aspects of your life. We start by listening and understanding you first – – your core values and your life goals.
Whether you want to invest to build wealth, protect your family or preserve your assets, we get a broad perspective and then custom build a plan that is suited to you.
In affiliation with registered investment advisors we coordinate services among different experts and make sure your priorities and goals are covered.
- Financial & Estate Planning
- Investment Management
- Consolidated Reporting of Investments
- Access to Alternative Investments
A trust protector is appointed to protect beneficiaries.
Because you can’t predict the future, a trust protector oversees the trust – – facilitating changes as legal, tax or life circumstances change. A trust protector also acts as an advisor and mediator to resolve disputes and ensure proper engagement.
With our broad experience managing the complexities and business issues of this role, we’ll represent the interests of the beneficiary and safeguard the trust.
Start a conversation With BCAustin Partners
We start by listening so we can understand you, your goals and desired outcomes.
We work with you to tailor our services to your needs and priorities.
We get things done so you can have peace of mind and get on with life.