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.
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.
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.
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.