Family Office Services

The BPB Family Office team works together to leverage our robust technology, deep experience and collaborative approach to help families save money and streamline processes and reporting.

We coordinate and collaborate closely with personal advisors, including tax, financial advisor, bankers and attorneys. In addition, we can create and maintain LLCs and tax-advantaged entities for properties, business ventures and other assets. Clients save time and avoid the expense of a private family office staff.

Client benefits include:

• Estate and Wealth Plan Coordination
• Family Governance
• Investment Services
• Personal Accounting and Cash Management
• Philanthropic Management
• Risk Management
• Security
• Tax Planning and Guidance

Family Office Overview