Most advisors focus on portfolios. We focus on your entire financial ecosystem. Whether you’re a UHNW individual managing complexity across businesses, trusts, and global holdings—or a family office seeking a trusted planning partner—BPCG provides a high-touch, holistic approach across every pillar of your wealth.

We don’t just manage wealth—we unlock its full potential.

IRC Section 7702 governs how permanent life insurance can be structured to qualify for powerful tax advantages—and it remains one of the most underutilized tools in UHNW planning. When used strategically, it enables tax-deferred growth, tax-free access to capital, and tax-free wealth transfer—all with no income limits or contribution caps. For families facing future tax exposure or intergenerational liquidity needs, this is not just insurance—it’s a sophisticated financial instrument.

And with limited capacity available (generally $250M+ in coverage per person, depending on health), timing is critical.