Financial Services

BMB professionals provide high-net-worth clients with advanced financial planning strategies and implementation in the areas of wealth transfer, business succession, and executive compensation planning.

Wealth Transfer Planning

We work with financially successful families to help them define their wealth transfer goals and implement strategies to effectively accomplish these goals. Our clients look to us for help with:

• Minimizing the effect of transfer taxes (estate, inheritance, and gift taxes)
• Passing on substantial wealth while avoiding family strife
• Assuring the family business remains intact for future generations
• Protecting assets from creditor attacks
• Fulfilling their charitable planned giving goals (charitable trusts, gift annuities, donor advised funds, etc.)

Business Planning

We provide our business clients with assistance in two main areas – business succession planning and executive compensation planning. The services we provide to our business owner clients include:

• Developing strategies to effectively transfer business interest to family members, key employees, and / or third parties
• Analysis of shareholder agreement provisions (buy-sell) and funding vehicles
• Executive compensation / benefit plan designs to retain, reward and recruit key employees
• Risk management solutions – planning for the loss or disability of key employees

Implementing wealth transfer and business strategies requires experience and expertise with financial and insurance products. We have more than 40 years of experience in the financial services industry and a proven track record of achieving our clients’ goals in the most efficient manner. We are certain we will have the solutions that fit your financial needs. We provide financial and insurance product analysis to assure the strategies we recommend are financially viable.