Private Client Services
As your Personal CFO, we will work with you to create a Personalized Client Service Plan that will put you in control of your financial world. Our goal is to put you in control of your wealth, which in turn allows you to focus your time on those things that are most important to you.
Income Tax Planning/Compliance
You will be provided with proactive and unique tax planning strategies. Your Client Service Specialist (CSS) can help minimize your tax risk and exposure, and identify ways to reduce your overall tax burden.
Estates & Trusts
We will ensure that your family and your financial legacy are secure for future generations; while minimizing the impact of estate and gift taxes.
Accounting & Reporting
We will reduce your daily financial tasks, such as bill payment, bookkeeping and expense reporting.
We will help you manage the administration that accompanies wealth and spending, from reviewing real estate contracts to contracting for personal in-home services.
Asset Protection & Insurance
We will help protect you and your family in the event of a financial emergency. We will assist in the selection of life, disability, personal liability and major asset insurance plans. This includes advising on the liability protection benefits of restructuring your current asset holdings.
We will assist you in establishing, setting goals for and administering family foundations, charitable trusts and grants. We will set up effective investment and tax strategies, maximizing the social and economic benefits associated with your charitable giving.
Personal Financial Planning
There are many elements of financial planning that we look at when designing the plan. The BiggsKofford approach to financial planning is to help you and guide you through looking at the big picture with a comprehensive approach.
The main ideas of our financial planning are:
- Overall goals and objectives
- Investment strategies and allocations
- Your current financial picture and future financial growth plan
- Estate planning
- Life insurance
- Risk management
- College education and funding planning
- Family organization planning
- Organizing a business succession plan
- Our recommendations and action plan
Please contact us for more information on any of these services.