Consultations are by direct inquiry or introduction from a partner advisor. Complete the form below and a member of our senior team will be in touch within one business day.
Every engagement begins with an honest conversation. We will listen to your situation, explain exactly how our strategy works, and give you a direct assessment of whether it is appropriate for you. There is no commitment associated with a consultation.
All inquiries are handled confidentially and with discretion.
A member of our senior team will review your inquiry and be in touch within one business day. We look forward to speaking with you.
We do not rush. Every step of the consultation and onboarding process is designed to ensure you have the information, the time, and the counsel necessary to make a fully informed decision — at each stage.
A senior member of our team reviews your inquiry and responds within one business day. We may ask a few qualifying questions before scheduling a call.
A 45–60 minute call with a senior Balcony Advantage partner. We will learn about your situation, explain our strategy in detail, and answer every question you have — honestly, including whether this is the right fit for you.
If the initial conversation is productive, we will ask to review your most recent tax return — in coordination with your CPA — to model the specific benefit available to you. This is non-binding and confidential.
We present a specific strategy recommendation — including the investment size, asset type, projected tax benefit, and yield forecast — along with full supporting analysis. You review it with your advisors at your own pace.
If you choose to proceed, we begin the legal structuring and documentation process — coordinating with your CPA and attorney at every step. The investment is complete when every party is satisfied.
View your portfolio performance, download quarterly reports, access tax documentation, and communicate with your Balcony Advantage relationship manager through your secure client portal.
If you have not yet set up your portal access or are experiencing login issues, contact your relationship manager directly or email us at clients@balconyadvantage.com.