BDN Associates offers comprehensive family office planning services to assist high-net-worth families in managing their wealth across generations. Our team collaborates with clients to develop customized strategies aligning with their family’s values and objectives. Our services encompass wealth transfer planning, philanthropic advising, risk management, and the establishment of governance structures.
Comprehensive Family Office Services
We provide tailored solutions to address your unique needs and objectives:
- Family Office Support: We work with your existing advisors throughout the entire lifecycle of your family office, from creation, to day-to-day functioning, often acting as external general counsel. We will work with you, your family and existing advisors to navigate the operational, regulatory and wealth management issues associated with the management of sophisticated family offices structures involving multiple enterprises spanning several generations.
- Governance and Family Dynamics: We help establish governance structures and family protocols to facilitate effective decision-making and address family dynamics. This includes creating family constitutions and developing communication strategies to foster unity and collaboration.
- Estate and Succession Planning: We provide strategic estate planning services to ensure that your wealth is transferred smoothly and efficiently across generations. This includes developing succession plans for both family businesses and personal assets, as well as creating trusts and other estate planning tools.
- Philanthropic Planning: We assist the family office in developing and implementing philanthropic strategies to support your charitable goals. This includes establishing charitable foundations, donor-advised funds, and other giving mechanisms to align with your family’s values and legacy.
- Lifestyle and Risk Management: Working with your family office and existing advisors, we provide guidance on managing lifestyle needs and mitigating risks, including insurance planning, real estate management, and family security. Our services are designed to ensure that your family’s lifestyle and assets are protected and managed effectively.
Expert Guidance
At BDN Associates, we leverage our extensive experience in family office planning to provide you with expert advice and tailored solutions. Our team stays current with industry best practices and regulatory changes to ensure that your family office is managed with the highest level of expertise and care.
Why Choose BDN Associates?
- Tailored Solutions: We understand that every family’s needs and goals are unique. Our approach is customized to address your specific circumstances and provide a comprehensive plan that aligns with your objectives.
- Holistic Expertise: Our attorneys and advisors have specialized knowledge in family office planning, offering you a wide range of services and insights to manage and grow your wealth effectively.
- Client-Centric Service: We prioritize your family’s interests and work collaboratively to create a family office plan that supports your financial goals and enhances your family’s legacy.
