A family’s legacy is more than just wealth.

It’s about sharing life’s experiences with those you love. BKD Family Office (BKDFO) focuses on helping you build and preserve your family’s legacy, so you and your loved ones can focus on the things money can’t buy.

BKDFO provides a full suite of services designed to address each generation’s objectives—from tax and estate planning services, investment management and philanthropic strategy to recommending and coordinating family counselors and risk management consultants. This seamless integration of multiple legacy services under one roof helps simplify many of the challenging aspects of your family’s life.

Every family is different. You’ll find us attentive listeners as we strive for a deep understanding of your family’s unique issues and objectives. This approach helps us anticipate potential challenges for each generation and tailor solutions to help meet your family’s distinctive needs.

Experience how our commitment to unmatched client service can help you enjoy the benefits of your success.

FAMILY GOVERNANCE ADMINISTRATION

For you and your family to achieve your goals, you must have a clear and collective understanding of those goals and an intentional approach to meeting them. BKD Family Office has access to professionals that can help you develop a family mission statement and education program that will engage and serve your family for generations.

WEALTH TRANSFER PLANNING

BKD Family Office advisors can work with your attorneys to create a plan that helps mitigate the impact of various federal and state estate taxes, so you can preserve more of your financial legacy. We’ll also review and recommend adjustments to your plan as needed to reflect changes in your family.

INVESTMENT MANAGEMENT

Keeping your goals in the forefront, we’ll work with you to help develop an investment policy statement to serve as the basis for developing and managing your securities portfolio. As part of your investment management services, we’ll recommend an asset allocation strategy to suit your specific needs.

RISK MANAGEMENT CONSULTING

BKD Family Office will work with you to understand your insurance needs. We can review your current insurance coverage to help assess whether it provides adequate coverage at competitive pricing. When appropriate, our advisors will coordinate with third-party providers to obtain and evaluate insurance proposals to consider whether additional coverage is necessary.

PHILANTHROPIC STRATEGIES

For many families, charitable giving and philanthropic legacies are important to their overall mission. BKD Family Office advisors can advise you on sophisticated charitable planning techniques that will help you implement your mission while enjoying the tax benefits of charitable giving.

TECHNOLOGY

BKD Technologies, a division of BKD, LLP, has a dedicated team of advisors with immense experience in industry-leading business and financial management software. This team can provide services ranging from business intelligence reporting and expense tracking to intercompany capabilities and security solutions.

ACCOUNTING & TAX SERVICES

Understanding tax implications and consequences is an important part of any financial strategy, particularly in our current high-rate environment. BKD Family Office advisors can help you navigate the ever-changing tax laws and chart a course toward your goals. Based on your specific context, we can provide customized analysis, individual and entity-specific tax compliance services, tax planning strategies and tax projections.

Indianapolis, IN
201 N. Illinois Street, Suite 700
Indianapolis, IN 46244-0998
317.383.4000
FAX 317.383.4200

St. Louis, MO
One Metropolitan Square
211 N. Broadway, Suite 600
St. Louis, MO 63102-2733
314.231.5544
FAX 314.231.9731

Springfield, MO
910 E. St. Louis Street, Suite 200
Springfield, MO 65806-2568
417.865.8071
FAX 417.865.0682

CLIENT PORTAL

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BKD Family Office (BKDFO) is an SEC registered investment advisor offering wealth management services for affluent families and is a wholly owned subsidiary of BKD, LLP, a national CPA and advisory firm. A copy of BKD Family Office’s current written disclosure statement is available upon request. Accounting, tax and related solutions are provided by BKD, LLP. BKD Family Office uses Fidelity Institutional Wealth Services (Fidelity) for clearing, custody and other brokerage services. Fidelity registered broker-dealers are not affiliated with BKD, LLP, BKDFO or any advisors whose names appear on this website. BKDFO is independently owned and operated. Fidelity does not endorse or recommend BKDFO and does not endorse or recommend the investment strategy of any advisor regardless of any referral or recommendation. Fidelity has an agreement with BKDFO under which Fidelity provides BKDFO with services related to your account. Fidelity does not review the BKDFO website. They make no representation regarding information contained in the BKDFO website, which should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.

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Contact any of our offices by phone, fax or mail. Addresses of our administrative and regional offices may be found on their respective locations pages.

BKD Family Office is an SEC registered investment advisor offering wealth management services for affluent families and is a wholly owned subsidiary of BKD, LLP, a national CPA and advisory firm. A copy of BKD Family Office’s current written disclosure statement is available upon request. Accounting, tax and related solutions are provided by BKD, LLP.

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