Wealth Planning

In addition to asset management, we provide resources for wealth planning often found in a family office setting.

Wealth Strategies

At Bainco, we strive to provide a family office orientation within the investment process. In addition to managing equity and fixed income, we provide resources for financial consulting often found in a family office setting. Our in-house Certified Financial Planner™ works with our clients and their advisors on tax strategies, cash flow planning, estate planning, charitable gifting, and a wide range of other financial planning issues. Each client's unique needs draw upon our experience, allowing us to provide invaluable insight into practical strategies and solutions.

Services include, but are not limited to:


Please click the PDF links below

Social Security - The End of File-and-Suspend
QSBS - A Little Known Tax Break with Major Implications
Navigating the Medicare Surtax
The IRS Cracks Down on SDIRA Compliance
Have you considered PPLI as a tax-shelter?
The Potential Impact of Proposed Sec. 2704 on FLPs & Family Transfers
ABLE Plans - A Supplement to Special Needs Trusts