Boeckermann Grafstrom & Mayer Launches Family Office Services Group

BLOOMINGTON, MN, March 25, 2019 – Boeckermann Grafstrom & Mayer (BGM) announced today that it has officially formed a Family Office Services Group to serve the business and personal needs of high-net worth families, executives, professional athletes, entertainers, and others.

“We are very excited about the launch of our Family Office Services Group,” said Dane Boeckermann, Principal-in-Charge of the Family Office Services Group. “Offering this service allows us to simplify our clients’ lives by servicing a variety of their needs all under one roof. Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research. We can handle all of it so that clients can focus on what is most important to them.”

Comprised of CPAs, wealth advisors, trust and financial advisors, attorneys, and insurance specialists, the team of Family Office Services professionals at BGM work together to ensure seamless coordination of personal and business finances, providing a comprehensive and holistic approach to financial, tax, and estate planning. Also on staff is a full time Lifestyle and Family Management Advisor to assist clients in handling the details and responsibilities that come from leading a busy life or running a household. All services are completely customizable based on the unique needs and preferences of the client.

“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.