Family Office
Services
Our Familly Offices Services practice is beneficial to clients with a
very busy lifestyle who find it difficult to make time
for personal financial management, or anyone who would rather concentrate
their talents and energies on things other than their personal finances.
We provide assistance with your financial management needs.
You may find one or any combination of the following services helpful in meeting your needs.
- Tax Planning & Preparation
- Personal Assistant
- Family Meeting Facilitation
- Bill Paying & Cash Flow Management
- Insurance Analysis & Placement
- Financial Design
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- Investment Management
- Estate Planning
- Philanthropic Planning
- Trust Administration
- Financial Statements
- Banking & Credit Relationships
- Business Consultation
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BPM Wealth Management, LLC is a CA Registered Investment Advisor. It is not an accounting firm, is not licensed by the California State Board of Accountancy nor does it render legal advice. Securities and insurance services offered through BPM Insurance Services, LLC, member FINRA/SIPC, 600 California Street, Suite 1330, San Francisco, CA 94107 (415)477-8600. CA License #0D28746. Securities also offered through ValMark Securities, Inc. member FINRA/SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333-2431. (800)765-520l. BPM and ValMark are separate entities.
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