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.
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.
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.
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.
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.