BFC works with Business Owners, Executives, Investment Bankers, Attorneys, Doctors, Dentists, Hedge Fund Managers, Management Consultants, Private Equity Managers, and […]
Family / Individual Services
Business Financial Consultants, Inc. provides individualized Family Services to high net worth individuals and families. These services range from routine bill paying to complex financial, tax and estate planning. We work objectively and independently with our clients’ other financial and business advisors to help determine the most appropriate course of action.
- Bill payment and bookkeeping
- Household Employer Registration
- Payroll and payroll taxes for domestics
- Cash flow planning and projections
- Preparation of individual, corporate, foundation, partnership, fiduciary, and gift tax returns
- Coordination with other professional advisors
- Integration of income tax and investment strategies
Our goal is to become the administrative office of high net worth individuals and families, thus eliminating for them the need for high cost overhead and attaining centralized and consistent management.
If you’d like more information about our Family Office Services please complete this form to setup a Free Consultation.
Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, […]