At BMRG, we spend many hours gaining a complete understanding of your current financial situation and the specific goals and objectives you may have. Our experienced accountants work with you and members of your legal, financial advisory, and banking teams in a very discrete and personalized manner to bring you a feeling of total comfort.
We coordinate and work with a host of experts in specialty areas such as niche money managers, law firms, insurance and other specialty consultants. BMRG does not receive commissions or any other form of direct or indirect remuneration from money managers we may recommend to our clients.
All of our services are provided using the industry's leading web-based technology solutions, providing you with full visibility into your financial matters from any internet accessible location. With your consent we are also able to provide access to your other trusted professional advisors so that you have a fully united and informed team working with you every step of the way.
Our accounting and personal CFO services include:
Full-service bookkeeping and financial reporting services
Working in alliance with other advisors including banks, investment and insurance professionals, tax accountants and attorneys
Designing an organizations structure for the family office
Payroll processing and payroll tax preparation for employees, including household and other personal employees
New construction/renovation monitoring and basis tracking
Budget maintenance for homes, living expenses and family members
Multiple household management
Tracking of tax-deductible items
Family Strategic Planning – Coordinated with Your Team of Professional Advisors
- Monitor investment performance
- Review retirement planning objectives and wealth accumulation projections
- Review of will, trust, and other related documents
- Wealth transfer strategies
- Charitable gift planning and foundation structuring