Bahaku Financial Group provides its private clients with solutions to preserve and grow capital safely while reducing the tax erosion on family wealth. Using a sophisticated holistic planning approach we ensure each client has financial clarity and certainty in their plan.
Our services are customized to your needs and preferences. Whether you are looking for protection (risk management), maximization of your wealth, or both, we include a comprehensive and customized analysis from industry experts.
We understand the importance of strategic planning. After a thorough fact gathering meeting where goals are clarified, we analyze the information and identify any efficiency and/or planning opportunity. Client relationships are most valuable for us and we continuously stay in touch to ensure your implemented plan evolves around your personal and professional life. It’s all about collaboration.