Family Office Services

Although we are not a traditional family office, we can offer services to our clients who meet the minimum threshold of $20 Million in assets invested with BFM.  Our experienced team members are happy to work with you. 

BFM offers services ranging from organizing family meetings to monitoring outside assets and beyond. Additionally, we have relationships with an extensive network of experts including sophisticated and well-respected attorneys, accountants, and other talented specialists with unique abilities to help your family.

Insurance Review

We are able to facilitate an independent review of your property, casualty, and personal liability insurance to ensure you have the best coverage. In addition, we can determine if life insurance may be advisable to provide liquidity to pay estate taxes.

Family Meetings

In partnership with your attorney and accountant we can host family meetings. We are happy to work with you to develop an agenda, including for example, beneficiary education/mentoring programs.

Cash Flow Management

We are happy to develop spreadsheets of family cash flow needs for large investments or purchases as well as for tracking capital commitments and calls and to track non-investment portfolio investment assets.

Philanthropic Strategies

Only you can decide if and when you want to make charitable contributions, however, we can help determine how to give in the most tax-efficient manner.

Outside Assets Monitoring

In addition to developing spreadsheets of your outside investment assets, we can work with you and develop a method to monitor and provide you with updated valuations.

Executive Compensation Analysis

We can review stock option plans and other current or deferred compensation programs of our executive clients.

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