Private Client Services
Build, Protect & Transition With Confidence
Our Private Client Services practice delivers personalized, high-touch advisory services for high-net-worth individuals, multi-generational families, closely held business, C-suite executives, and family offices. Whether you’re planning your estate, preparing for a business exit, or preserving wealth across generations, our goal is simple: to help you protect, grow, and transfer your wealth with confidence.
Solutions Tailored to You & Your Goals
Private Client Services provides comprehensive, high-touch solutions focused on your personal and family financial landscape, including:
- Comprehensive Tax Planning: Proactive strategies to reduce tax liability, support your financial goals, and optimize long-term after-tax wealth.
- Estate & Wealth Transfer Planning: We collaborate with your legal and financial team to ensure your legacy is preserved and transferred with tax efficiency.
- Individual & Wealth Preservation: We provide independent advice to help you protect your wealth and plan confidently for the future.
- Succession Planning: From gifting to sale strategies, we help design and implement exit plans that align with your values and financial vision.
- Philanthropic & Gifting Strategies: Maximize your charitable impact while minimizing your tax exposure.
- Family Office Services: We oversee your daily and long-term financial needs by coordinating with your legal, investment, and estate advisors to ensure nothing is missed.
- Business & Investment Integration: Advisory on how your business interests, real estate, and investment structures affect your personal finances.
What Sets BMF Apart
We take a holistic, relationship-drive approach, combining strategic insight with personalized guidance to deliver solutions aligned with your long-term goals.
Strategic Partnership
We go beyond compliance to offer year-round insights and planning tailored to your evolving needs
Deep Technical Expertise
We go beyond compliance to offer year-round insights and planning tailored to your evolving needs.
Collaborative Structure
We serve as a central hub, aligning your full team of advisors to deliver a coordinated and efficient plan.
Independence & Integrity
We serve as a confidential advisor for life’s most sensitive financial matters – and we take that responsibility seriously.
High-Touch, Relationship-Driven Service
We pride ourselves on delivering personalized, responsive service. We don’t believe in one-size-fits-all – because your life isn’t.
Proactive Insights
We identify planning opportunities early so you can make confident, well-timed decisions.
Take the Next Step
Your financial goals and tax situation are unique, and so is our approach. Let’s start a conversation about how we can help you build, protect, and transition your wealth with confidence.
Practice Leaders
Accolades & Awards
