Generational family in need of private client services

Private Client Services

Get more information about our services, submit a request for proposal, or get in touch with a BKD Trusted Advisor™.

BKD’s Private Client Services Advisors Provide Tax & Financial Planning, Consulting, & Investment Management Services

BKD’s Private Client Services advisors provide sophisticated financial and wealth management services to individuals, families, businesses, fiduciaries, private foundations, and more. We use a synchronized, systematic approach to provide a unique blend of expertise that spans tax, personal wealth planning, and investment management solutions. Our professionals include CPAs, J.D.s, CERTIFIED FINANCIAL PLANNERS, and Chartered Financial Analysts®.

BKD Wealth Advisors, LLC provides investment management and financial planning services, BKD Family Office offers multigenerational advisory services, and BKDnext® delivers succession planning services. Flexible to your changing needs, these teams work together to help grow, preserve, and protect your wealth.

Wealth Management

BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.

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Family Office Services

BKD Family Office provides an integrated suite of services with the primary purpose of managing a family's wealth and assisting with the effective transfer of that wealth to future generations.

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Business Succession & Continuity Planning

BKDnext® is an intentional, integrated process designed to help you discover, plan, and execute your vision for the future of your business. With your goals in mind, our specially trained advisors can help you develop a detailed succession and continuity plan.

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How can we help you?

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We have 40 offices in 18 states, with BKD Trusted Advisors™ who offer solutions for clients across the country.

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