BKD Family Office's Suite of Services Is Designed to Help Simplify Your Life
A family’s legacy is more than just wealth. It’s about sharing life’s experiences with those you love.
Every family is different. You’ll find us attentive listeners as we strive for a deeper understanding of your family’s unique situations and objectives. This approach helps us tailor solutions to help meet your family’s distinct needs and anticipate potential issues for each generation.
Our suite of services is designed to address a wide range of needs and help simplify your life—from tax and estate planning services, investment management and philanthropic strategy
Check out our most requested family office services below, and contact us for more details on how we can help build and protect your family's financial legacy.
Family Governance Administration
What are your family's goals and dreams? We have access to professionals who can help you develop a family mission statement and education program that will engage and serve your family for generations.
Wealth Transition
Make the transition of your wealth less complicated. Our trusted advisors will work with you and your legal counsel 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.
Accounting & Tax Services
Understanding tax implications and consequences is an important part of any financial strategy. Based on your specific set of circumstances, we can provide customized analysis, individual and entity-specific tax compliance services, tax planning strategies, and tax projections.
Asset Management
Keeping your goals in the forefront, we’ll work to help develop an investment policy statement to serve as the basis for developing and managing your investment portfolio.
Risk Management
BKD Family Office will work with you and external consultants to review your current property and casualty, liability and life insurance coverage, and help assess whether it provides appropriate coverage.
Philanthropy
Charitable giving and philanthropic legacies are important to your overall mission. We can advise you on sophisticated charitable planning techniques that complement your mission while also offering tax benefits.
