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.