The architecture your affairs require.
Where We Go Deepest
Three disciplines where BBCG's advisory depth is most consequential for the clients we serve.
Family Office Establishment
A family office is just not an entity. It is a governance framework, and the difference between the two determines whether it survives a generation.
Private Client Advisory
The discipline that holds everything together, and the one most corporate service providers are not designed to provide.
Every structural decision you make has tax implications. Most clients discover this after the decision has been made.
The Full Picture
The range of disciplines we bring to the design of your corporate framework.
The entity design is the most consequential decision in your structuring process. It determines your banking relationship, your tax position, your governance framework, and your succession outcome. BBCG designs holding and operating configurations that are specific to your situation, not adapted from a standard template applied without thought.
A corporate framework properly designed at inception will deteriorate if not properly governed over time. BBCG maintains governance frameworks that function as intended, with secretarial records that reflect actual authority, statutory obligations met consistently, and compliance that is substantive rather than performed.
Your tax residency position, reportable account obligations, and beneficial ownership declarations cannot be managed reactively. BBCG assesses, documents, and coordinates your reporting position before it becomes a regulatory or banking issue.
Your relocation has immigration, employment, and economic substance implications that must be integrated into your broader commercial and tax planning framework. BBCG manages this as part of a coordinated engagement, ensuring your immigration strategy supports, rather than complicates, your corporate structure.
Your accounting records are the evidentiary foundation of your corporate integrity. BBCG maintains them with the standard that ultra high net worth clients, their bankers, and their regulators require, not merely to the minimum necessary to satisfy a statutory reporting obligation.
