1606 Carmody Court, Blaymore 1, Ste 300 Sewickley, PA 15143 Phone 1+ (724) 933-6650
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Integrated Business Wealth Solutions

Integrated Business Wealth Solutions is a discipline developed by BGA Member Firms over nearly three decades. Our services address the practical reality that for Business Owning Families and Family Offices a significant portion of their wealth is often represented by the equity value of their operating businesses. Our unique expertise,  -specialized methodologies, and proprietary tools focus on the preservation and growth of our clients’ wealth invested in private companies.  We add value through our demonstrated ability to provide outsourced support and, as necessary, integrate the delivery of Seven Critical PracticesSM for successful Integrated Business Wealth Solutions:

Value Monitoring Shareholder Liquidity Generational Stewardship Governance Improvement Growth Support Capital Alignment Strategic Perspective

Business Owning Families and Family Offices periodically require some integrated utilization of one or more of these Seven Critical PracticesSM to achieve their business or shareholders' goals.

 

   

1606 Carmody Court, Blaymore 1, Suite 300, Sewickley, PA 15143 Telephone 1+ (724) 933-6650 Fax 1+ (724) 933-6099

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