Family Office Services

Coordinate wealth, legacy planning and financial strategies for your family’s future.

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Strategic family office services for complex wealth 

When wealth becomes too complex to manage internally, you need a solution that puts your best foot forward. BPM’s Family Office Services delivers comprehensive oversight, coordinating your entire financial ecosystem. 

Understanding your family office structure  

Every family’s needs are unique. We design our services around your specific situation, whether you need dedicated resources, shared expertise, or a hybrid approach. 

  • Single-Family Office: Dedicated team for complex portfolios requiring full-time oversight 
  • Multi-Family Office: Shared expertise and resources across select families 
  • Hybrid Solutions: Flexible structure combining digital tools with concierge service 

Building Your Legacy Family wealth extends beyond financial assets. We help establish frameworks that preserve both your capital and your values across generations through: 

  • Family constitution and mission development 
  • Next-generation education and leadership development 
  • Succession planning and wealth transfer strategies 
  • Philanthropic engagement and impact 

“It’s personal, right? I think that’s our key differentiator. Every client is different. Each has different needs and goals. A desire to travel. Transferring wealth to their loved ones. A host of different investments to manage. Philanthropic goals are driven by their values and philosophies. Then the day-to-day complexities: managing staff and payroll, paying bills, accounting, treasury, cash management and reporting. Educating the family. All of it. We personalize our services to suit the family that the family office works for. We deliver timely, quality service to get a family where they want to go. Competence, knowledge and our professional skills matter. Absolutely, these matter. But it’s personalized work we enjoy. It’s working with people. That’s what matters most.” – Kris Marney, Director – Advisory

Comprehensive service integration  

At the heart of our service is coordinating your advisor team. We act as the central hub, managing relationships with: 

  • Estate planning attorneys and general counsel 
  • Global underwriters and insurance specialists 
  • Investment managers and wealth advisors 
  • Tax strategists and accountants 
  • Trust administrators 
  • IT and cyber risk 

This coordination ensures aligned strategy execution, consistent reporting, and efficient communication across your entire advisor team. 

Investment & Asset Management
• Portfolio strategy and monitoring
• Alternative investment due diligence
• Risk assessment and management
• Performance reporting and analysis
Tax & Estate Planning
• Multi-jurisdictional tax strategy
• Estate plan development and execution
• Business succession planning
• Trust administration
Personal Asset Management
• Private aviation and luxury assets
• Art and collectible administration
• Real estate portfolio oversight
• Staff management and payroll

Working with Wealth Managers  

We partner with wealth managers to provide their clients with sophisticated family office solutions. Our team integrates seamlessly with existing advisory relationships, enhancing service delivery through: 

  • Comprehensive advisor coordination 
  • Integrated financial reporting 
  • Tax and estate planning expertise 
  • Multi-generational wealth strategies 

Technology-enabled solutions for family offices 

Through our secure Sage Intacct platform, access real-time visibility of your complete financial picture: 

  • Consolidated portfolio reporting 
  • Custom dashboard creation 
  • Document management and sharing 
  • Multi-generational access controls 

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.