There is no substitute for experience. Since 1959, the Firm's principals have been involved in investment management and estate planning disciplines and the banking, legal and accounting issues of managing large corporations and family businesses. Combined experience totals over 100 years.
The firm has become recognized as one of the most experienced in the field of charitable planning. Through its affiliated firms, BWS is capable of designing and administering virtually all types of charitable trusts and gift annuities. The use of charitable foundations and other philanthropic vehicles can play a prominent role in the financial and estate plans of moderate to high net worth families.
Accomplishing our objective is through the achievement of a very straight-forward task: To give our colleages who are trust advisors for their clients their own Competitive Edge!
Our Charitable Institutions and Network Clientele need to have a Competititve Edge to be able to obtain and retain their High Net Worth Clientele, so they can protect their clients and donors interests from the predatory threats that are extant throughout our society today.