High-Net-Worth Strategies
Sophisticated Planning for Complex Wealth
At BCA Private Wealth, we specialize in helping high-net-worth individuals and families, typically with $2 million or more in investable assets, navigate the financial complexities that come with significant wealth. Whether your assets include privately held businesses, real estate, or concentrated equity positions, we offer the expertise and coordination needed to manage, grow, and protect your wealth with clarity and care.
Our team works closely with clients across Greenville, Clemson, and Upstate South Carolina, offering customized strategies that integrate investment planning, tax efficiency, estate coordination, and risk mitigation.
What Sets Our High-Net-Worth Planning Apart?
We go beyond investment management. Our process begins with a detailed assessment of your complete financial picture—then builds a coordinated strategy designed to support your goals and protect your legacy for generations to come.
We also partner with your CPA, estate attorney, and insurance professionals to ensure alignment and execution across your financial life. If you don’t have those relationships in place, we can connect you with our trusted local network of professionals.
If you have $2 million or more in investable assets and are looking for personalized wealth guidance, contact BCA Private Wealth today. We serve clients near you in Greenville, Clemson, and throughout Upstate South Carolina.
Our High-Net-Worth Services Include:
Wealth Maximization Planning
- Identify strategic opportunities across all asset classes
- Align wealth with your life goals and family priorities
- Create a dynamic plan that adapts to changes in market and life circumstances
Investment Portfolio Planning
- Customized asset allocation based on risk, liquidity needs, and time horizons
- Analysis of concentrated positions and tax-sensitive transition plans
- Alternative investment strategies where appropriate
Tax Planning Strategies
- Ongoing tax-efficiency reviews
- Roth conversions and asset location strategies
- Business structure optimization and charitable giving integration
Risk Management & Insurance Planning
- Comprehensive review of liability coverage and asset protection
- Life, disability, and long-term care insurance evaluation
- Business continuity and buy-sell planning
Estate and Legacy Planning
- Multi-generational planning to preserve wealth and reduce estate taxes
- Coordination of trusts, gifting strategies, and family education
- Charitable planning with Donor-Advised Funds or private foundations
Who We Serve
We are a great fit for high-net-worth individuals and families, as well as business owners, professionals, and retirees with complex financial needs. Many of our clients are:
- Entrepreneurs or business owners preparing for an exit
- Corporate executives with significant equity compensation
- Families focused on estate planning and wealth transfer
- Real estate investors and private equity participants
Ready for a Higher Level of Planning?
BCA Private Wealth is currently accepting high-net-worth clients near you in Greenville, Clemson, across Upstate South Carolina, and select clients nationwide.
If you have $2 million or more in investable assets, connect with our team to explore a customized wealth strategy built around your goals.
