True success is more than momentary—it’s crafting a legacy that sticks.
Your entrepreneurial drive has created significant achievement – whether you’re a founder with diverse business interests, an entrepreneur managing multiple ventures or building on your family’s legacy. Each milestone brings new opportunities to strengthen your foundation while securing your family’s future.
Managing multiple entities and planning strategic transitions requires precise oversight and forward-thinking strategy. You need clear visibility across business interests and personal holdings, with solutions that adapt as your needs evolve.
We bring clarity to the complexities of growing success. Through tax planning, wealth management and advisory services, we help transform today’s achievements into enduring value for generations to come.
From newly-minted success stories to established wealth stewards, we’ll help you get—and stay—ahead.
Transforming business success into lasting value? We help create structured approaches that protect your achievements while supporting continued growth.
Managing multiple ventures? We help bring clarity to your diverse interests with strategies that align business success and personal goals.
Carrying forward your family's success? We help create strategic approaches that honor tradition while forging new paths forward.
Creating clarity across your interests with strategic approaches that protect achievement and build legacy.
BPM’s professionals possess deep expertise 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.
As your trusted advisor, we assess your situation to realize your goals and your ambitions. Our goals are very clear: to proactively help you develop tax strategies that ensure maximum cash flow, minimum liability, and compliance with ever-evolving tax laws.
BPM Wealth Management is a dedicated team within BPM that provides financial planning, investment advice and insurance advisory services to individuals, families and businesses seeking to plan for their future by building wealth and preserving assets.
We provide personalized advice and guidance on investment strategies, retirement and tax planning, estate planning, and insurance coverages. Our objective is to give you reasonable and sound advice through effective comprehensive plans, so you realize your investment and wealth planning objectives while maintaining peace of mind.
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.
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.
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.
Many executive compensation plans are comprised of a base salary along with a mixture of bonuses, shares, stock options, and other benefits. Understanding the tax treatment of these various forms of compensation can help you maximize your income.
BPM’s tax professionals are well-versed in accounting for the various forms of executive stock options. We also advise on 409A rules for deferred compensation plans. We can ensure that you are getting the most out of what you are paid, and are fully compliant with oversight organizations as well.
Sandy Murray
Partner, Tax
BPM Board of Directors
Private Client Services Leader
Michael Watson
Director, Wealth Management
Rich McDonnell
Partner, Tax
Community Outreach Liaison Leader
Meredith Johnson
Partner, Tax
Private Client Services Leader
Tony Gales
Partner, Tax
BPM Board of Directors
Karla Luna
Partner, Tax
David Jorgensen
Partner, Tax
Partner in Charge, South Coast Region
James Elliott
Partner, Tax
Regional Managing Partner, North Bay
Tami McInerney
Partner, Tax
Nonprofit Tax Leader
Kyle Bybee
Partner, Tax
Private Client Services Leader
Kris Marney
Director, Advisory
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.
