Minnesota-based advisory firm Boeckermann Grafstrom & Mayer (BGM) has launched the Family Office Services Group.
The new division will focus on wealthy families, executives, professional athletes, and entertainers, among others.
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It will cater to both personal and business requirements of its clients.
Family Office Services Group will advise its customers on financial, tax, and estate planning.
The approach is said to be a holistic one.
The services provided by the division can be tailored depending on a customer’s specific need.
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By GlobalDataThe unit will be staffed by CPAs, wealth advisers, trust and financial advisers, attorneys, as well as insurance specialists.
It will also house a lifestyle and family management adviser.
The lifestyle adviser will be tasked with supporting clients in managing the responsibilities of their life or household.
Commenting on the development, Family Office Services Group principal-in-charge Dane Boeckermann said: “Offering this service allows us to simplify our clients’ lives by servicing a variety of their needs all under one roof.
“Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.”
BGM has branches in Bloomington, St. Paul, Sauk Centre, and Naples. The firm was set up in 1982.
