• Outcomes matter.         Trust is earned.

    Outcomes matter.
    Trust is earned.

Liability Management

Ready access to credit is a vital component of a comprehensive wealth management plan. Whether you require short-term financing, leverage to diversify your portfolio, or funds to purchase real estate or artwork, access to liquidity is crucial.

Based on your overall financial goals, a strategic approach to liability management can provide opportunities to maximize earnings and optimize cash flow through structures such as:

  • Secured and unsecured loans
  • Letters of credit
  • Mortgage financing
  • Margin accounts
  • Hedging strategies

BWC has well-established relationships with a number of traditional lenders as well as private investors that can provide for a range of short-term or long-range financing needs.

To explore the many resources BWC has to offer, please contact us today.

Let's Get Acquainted

We offer a complimentary introductory meeting to describe our services
and to see if our services are right for you.