Every advisor sees their piece. No one holds the whole.
Who This Is For
Your affairs are well-advised in each part. The parts do not always hold together.
The clients who engage BBCG for private client advisory are not, as a rule, poorly served by their existing advisors. Their lawyer is competent. Their accountant files correctly. Their banker manages the relationship professionally. Each advisor does what they were engaged to do.
The gap is not in the quality of the individual advice. It is in the space between the advisors, the decisions that fall between disciplines, the implications that one advisor creates for another without either being aware of it, the strategic picture that no single advisor holds in full and no one has been asked to hold.
A shareholding restructuring that makes sense from a succession perspective creates a tax exposure that the succession lawyer did not consider. A banking relationship that the private banker manages efficiently carries a KYC documentation gap that will surface at the next review. A corporate structure that was correctly designed three years ago no longer reflects the client’s actual circumstances, and no one has initiated the conversation about what needs to change.
This is the situation BBCG private client advisory exists to address. Not to replace the existing advisors. To hold the picture they cannot each see from where they stand, and to carry the professional responsibility for making sure the whole makes sense together.
The Integrating Discipline
Private client advisory is not a service that sits alongside BBCG's other capabilities. It is the function that makes them coherent.
Every discipline BBCG brings to a client relationship, including corporate design, governance, tax coordination, banking advisory, CRS reporting, immigration strategy, accounting and compliance, produces decisions and implications that connect to every other discipline. The entity that is incorporated has banking implications. The tax position that is established has governance implications. The immigration status that is managed has economic substance implications for the corporate structure.
In a conventional advisory arrangement, these connections are managed, if they are managed at all, by the client themselves, moving between advisors and attempting to reconcile advice that was given without full knowledge of the other advice being given. The result is a set of arrangements that are each individually defensible and collectively incoherent.
BBCG’s private client advisory function holds these connections as a standing professional responsibility. It maintains the institutional memory of every decision made, every structure designed, every regulatory interaction managed, and every banking relationship established, across the full history of the client relationship. It monitors the client’s circumstances for changes that require the existing arrangements to be revisited. And it initiates the advisory conversation proactively, not when the client asks, but when BBCG’s knowledge of the client’s situation indicates that something needs to change.
That is what it means to hold the whole picture. And it is the function that most corporate service providers, by design, are not equipped to provide.
The Full Picture
Six dimensions of a client's affairs that BBCG holds simultaneously, and takes responsibility for ensuring they work together.
The entity configuration and jurisdiction allocation that form the legal framework of the client's affairs. BBCG maintains the institutional memory of every structural decision made, why it was made, what it was designed to achieve, and what has changed since that may require it to be revisited.
The CRS and FATCA reporting obligations, beneficial ownership declarations, Anti-Money Laundering & Countering the Financing of Terrorism (“AML/CFT”) requirements, and statutory filing obligations that the client's structure carries across every relevant jurisdiction. BBCG manages these obligations proactively, not reactively, and not only when a deadline is imminent.
The succession framework, whether a trust overlay, a shareholders’ agreement, a family constitution, or a combination, that ensures the client's affairs survive a generational transfer or a significant personal event. BBCG holds the succession intention as a standing design consideration across every advisory decision it makes, not as a separate exercise deferred to a later engagement.
