Trust Solutions

Future-proof Transition Plans in which You can Place Your Full Trust

a grandpa holding his grandson

BGM has teamed with Cornerstone Private Asset Trust Company, LLC, a boutique trust company, to offer specialized services to help our clients achieve their estate planning goals and transition wealth from one generation to the next. Cornerstone provides services above and beyond those of a traditional trust company by focusing on the individual nature of each client and your long-term goals.

Our Expertise

As an independent, public trust company, Cornerstone is flexible, responsive and takes a personalized approach that recognizes the unique needs and goals of each client. Since Cornerstone was established in South Dakota, we can offer additional advantages regarding taxes, trust duration, asset protection, and privacy statutes that can substantially benefit clients

How We Help

Cornerstone can serve as a trustee for any type of trust including:
  • Asset Protection Trusts
  • Charitable Trusts
  • Dynasty Trusts
  • Irrevocable Trust
  • Life Insurance Trusts
  • Revocable Living Trusts
  • Trusts Under Wills

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.

“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.