Young Inheritors

Comprehensive Inheritance Management Services to Build Your Legacy

a business professional meeting with a CPA

Receiving an inheritance can be a blessing, but it can also come with financial anxiety. Work with a financial professional who can help you navigate your newfound wealth and make smart decisions for your future.


Over 40 Years of Inheritance Tax Services Expertise

At BGM, we have offered inheritance accounting services for over 40 years. As a Minnesota-based advisory and accounting firm, we provide inheritance administration for clients across the country.

We’re here to:

  • Begin the process by cataloging your inherited assets and liabilities
  • Collect funds from retirement accounts, trusts, life insurance and other assets
  • Construct affordable, diversified and tax-efficient portfolios designed for your long-term success
  • Coordinate with your attorney, CPA, insurance agent, corporate trustee and other professionals

We aim to reduce financial anxiety by simplifying your life and giving you financial confidence. We’ll apply our 40-plus years of experience to create a robust financial, tax and investment plan for you.

Getting an inheritance is only the first step in your new financial journey. Consider us your partner for the long haul. Our future-focused services will ensure you have what you need today and for years to come.

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant, wealth manager or tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Connect With a Personal Advisor

We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.