The state of your finances has an impact on virtually every aspect of your life. That’s why working with a team that is focused on helping you grow and preserve your wealth while minimizing liability for yourself and your beneficiaries can have far-reaching benefits.
BLS supports individuals, estates, and trusts with key services that help clients successfully manage their current estates and facilitate the transfer of family wealth. Our advisors strive to understand your short- and long-term goals so we can help you create a comprehensive wealth-building strategy that gives you peace of mind about the future.
Our Services for High Net Worth Individuals Include:
Accounting & Tax Services
- Federal, state, and local tax return planning and preparation
- Cash flow analysis and projections
- Family CFO services
- Personal financial planning
- Retirement income planning
- Estate and gift planning and compliance
- Federal estate and state inheritance tax planning
- Federal inheritance tax return preparation for inheritances from a non-U.S. citizen
- Tax and estate planning for fine arts and collections
Advisory Services
- Succession planning
- Coordination with other personal or estate advisors
- Wealth management advisory services
- Buy-sell agreement consulting
- Business valuations
- Beneficiary designation review to maximize benefits
- Charitable giving technique recommendations
- Life insurance needs review
- Use of trusts and family limited partnerships consulting
Industry Involvement
Our firm is a member of the following;
 |
 |
 |
