Family Office Solutions

From Bill Pay to Estate Planning - All of the Lifestyle and Family Management Solutions You Need Under One Roof

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Whether assisting with paying monthly bills or providing a more comprehensive and holistic approach to your financial, tax, and estate planning, our team of Family Office Services professionals at BGM work together to ensure seamless coordination of your personal and business finances.

Our Expertise

Designed to provide guidance and oversight of long-term planning as well as day-to-today financial needs, we will serve as your trusted advisor, being both independent and objective in our work and the serving of your interests.Through our Lifestyle and Family Management Services we provide management and support of the responsibilities associated with running your household or keeping your family organized.

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How We Help

We a­ssist high-net worth families, executives, professional athletes, and entertainers, among many others. Our services are available à la carte and are completely customizable to meet your unique needs, preferences, and budget, while giving you the expediency of having all your affairs managed under one roof.

To assist with your financial and business needs, our team of Family Office Services professionals is comprised of CPAs, wealth advisors, trust and financial advisors, attorneys, insurance specialists, and others, who can help you with:

    • Asset Tracking
    • Bill Payment and Expense Reimbursement
    • Budgeting and Cash Management
    • Contract Reviews
    • Hiring Domestic Help and Payroll
    • Estate and Financial Planning
    • Insurance Oversight
    • Tax Preparation and Planning
    • Trust or Foundation Administration
    • Wealth Advisory


Through our Lifestyle and Family Management Services we offer support that will become invaluable to you. Services include, but are not limited to:

  • Aircraft and Watercraft Management
  • Appointment Setting
  • Concierge Services
  • Education Assistance
  • Event Planning
  • Property Management
  • Service Provider Due Diligence
  • Special Projects
  • Travel Research and Booking
  • Vehicle Management and Maintenance

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant and 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 an Advisor

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

Download our Brochure

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“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.