Where complexity meets clarity—bringing harmony to your complete picture.
When success creates complexity, you need a clear view of your complete picture. Each family office is unique – from managing diverse assets and building your personal brand to creating lasting impact. Whether you’re building generational wealth or expanding your legacy, you’re focused on what comes next.
Your world extends beyond standard solutions. You need seamless coordination of advisors and activities, clear visibility across operations, and efficient systems that scale with your growth. As your interests expand, bringing everything into focus becomes increasingly vital.
We bring order to complexity while preserving what makes your family unique. Our team coordinates your advisory network and provides the comprehensive oversight you need, all tailored to your specific goals. Think of us as your operational quarterback, helping transform your vision into reality.
Creating seamless coordination across diverse family office needs and objectives.
Building your operational foundation? We help establish the structure and oversight needed to support your growing complexity.
Ready to optimize operations? We help streamline your existing framework and enhance coordination across your advisory network.
Managing diverse interests and public profile? We help create efficient structures that protect and support your unique needs.
Bringing order to complexity through seamless coordination that brings your complete picture into focus.
From securing the financial future of succeeding generations to curating an art collection. From investing in a sports team to endowing a foundation. From navigating a major liquidity event or transitioning a business to managing social philanthropy or sailing a yacht around the world. Every ultra-high-net-worth family’s financial goals are unique.
Demands on a family office vary widely — while the family’s objective is to enjoy and grow its wealth. BPM can help with tailored Family Office Services.
For high net-worth families, executives and business owners seeking integrated tax strategies, BPM does just that with our Private Client Services. We take our role as skilled advisors very seriously. By understanding your needs and goals, we are able to craft intelligent, personalized tax roadmaps that minimize your risks and maximize your peace of mind.
Our number one goal is to minimize your taxes. With a body of seasoned tax professionals who utilize all the tools available to increase your savings, we can handle everything from your tax return preparation, to comprehensive estate, gift, and trust planning, to stock option and retirement planning. We have a track record of proven strategies which we proactively apply to the diverse problems that our clients face.
Set up the right way, you can maximize your philanthropic donation to the causes most meaningful to you while also saving in taxes.
Through the joint expertise of BPM’s tax and Nonprofit group professionals, we have assisted many clients in distributing their wealth to charitable causes.
Estate, gift, and trust plans are the result of deep thought given to your family, your priorities, and your legacy; they reflect your truest intents. Given the volatile nature of the economy, however, these plans are subject to changing laws that may result in unintended effects.
BPM’s approach towards estates, gifts, and trusts planning is proactive and strategic. Our objective is to work with you in developing a plan that meets your expectations and that also demonstrates foresight in the face of changing laws. We develop options that minimize your tax obligations to the greatest extent possible. With some advanced planning and the help of our accountants, feel the peace of mind in knowing that your family and wishes are cared for.
Any business and investment decision you make will have tax consequences, which become burdens without the proper foresight. In today’s complex world, tax planning in the areas of retirement, estates and trusts, and others, is becoming increasingly important to achieving your desired results.
BPM’s professionals possess deep experience in the tax law, so that we can minimize your tax liabilities and help you save. We employ an approach completely tailored to you and your family’s needs.
Kris Marney
Partner, Advisory
Sandy Murray
Partner, Tax
Private Client Services Tax Leader
Chair, BPM Board of Directors
Rich McDonnell
Partner, Tax
Community Outreach Liaison Leader
Meredith Johnson
Partner, Tax
Private Client Services Tax Leader
Tony Gales
Partner, Tax
Tax Practice Group Leader
BPM Board of Directors
Karla Luna
Partner, Tax
Estate & Trust Tax Leader
James Elliott
Partner, Tax
Managing Partner – North Valley Region
Tami McInerney
Partner, Tax
Nonprofit Tax Leader
Kyle Bybee
Partner, Tax
Managing Partner – South Coast Region
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.
