BSMG WORKS CLOSELY WITH FAMILY OFFICES TO HELP TAILOR SPECIALIZED FINANCIAL SOLUTIONS FOR YOUR CLIENTS.
We support you in executing an effective estate plan now and for the future to protect your clients’ income, assets and families. We help facilitate the estate planning process by managing all the key pieces of the puzzle for your client by providing integrated legal, tax, and financial plan designs.
BSMG offers unmatched case design, underwriting & risk appraisal, advanced planning consulting, complex case negotiation, and first-class customer service that will exceed your expectations at every interaction. Our financial solutions are designed to help offset state and federal estate tax burdens.
Our unique approach to large case and impaired risk underwriting strategy- Risk Differentiation Underwriting provides results that are second to none.
Our advanced planning services include:
- Business succession planning;
- Retirement accumulation & distribution planning;
- Charitable giving; and
- Other estate planning services such as the design of multi-generation irrevocable life insurance trusts (ILITs), charitable remainder trusts (CRTs), grantor retained annuity trusts (GRAT), and qualified personal residence trusts (QPRT).