Private Client Services

High net worth families and business owners trust us to provide sophisticated and customized solutions. Working alongside your attorney, lenders, and wealth managers, our private client services team is adept at navigating the complex financial landscape. We deliver tax planning, estate, gift and trust services designed to safeguard your wealth and enhance your legacy.

"Working in the area of private client services is a very rewarding experience. It has allowed me the opportunity to form strong relationships with my clients. The ability to provide them tailored solutions that positively impact their lives is very fulfilling."

- Brian Graham

Why Choose BGC?

You need to know that you can fully trust your tax, gift, and estate advisors with your family’s financial history and goals for the future. We understand that discretion is the bedrock of trust. Our reputation, and yours, depends on it. The BGC private client team is comprised of both CPAs and a JD, allowing us to offer a range of perspectives to elicit creative solutions for the most complicated of scenarios.

Services

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BGC Clients

Business owners and affluent families often get referred to our Private Client team by their other trusted advisors including attorneys, bankers, and wealth managers.

How We're Helping Clients

Estate Planning

Brian brings his legal background and legal depth of knowledge to interpret existing estate documents and provide guidance on a path to fulfill a client’s financial goals.

Family Dynamics

We are advising affluent families with complicated investments, multi-generational business ownership issues, and multiple state filings with tax planning and preparation.

Estate Tax Return

When the value of an estate’s assets reaches the threshold requiring a tax return be filed, we prepare the returns and advise families on tax planning opportunities for the estate and beneficiaries.

Private Client Services Team Leader

Brian Graham

Brian Graham

Brian’s work entails compliance and strategic planning, accomplishing immediate short-term needs and blending them with long-term objectives for sustainable success. He finds it rewarding to navigate clients through complex issues that are often full of unfamiliar and confusing terminology. Leaning on his dual experience in law and tax, he specializes in assisting individuals who have created trusts, are the beneficiaries of trusts or are involved in some aspect of an estate administration. That type of involvement spirals outward to also helping with clients’ business and individual tax needs.

Memberships

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Let’s talk about how BGC can help make your life easier and your business better.

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