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BPM Joins Family Office Exchange’s Integrated Wealth Advisor Council

09.23.20

BPM has joined the exclusive and prestigious Family Office Exchange (FOX) to provide family offices and high-net-worth families with quality advisory services and technology solutions.

FOX is a global member network for enterprise families, family office executives and their trusted advisors who are pursuing best practices for managing their family enterprise and growing their family wealth.

“This is an organization where you join to serve,” said BPM Director Britiany Tompkins. “Our partnership is more about collaboration, serving family offices and helping family members in need of professional services.”

In the Advisory capacity, BPM will work with families and other professional services providers, to address the challenges families face and develop long-term, strategic family office business plans.

“Together, we speak the language of high-net-worth families and individuals,” said BPM Partner, of Counsel Andrea Cope, who co-leads BPM’s Family Office team.

BPM’s Family Office Services and Private Client Services teams will also receive exclusive trainings, access to seminars and workshops, and other educational materials to enhance service to current and future clients.

BPM for Family Office Services

BPM’s Family Office Services team has decades of experience serving high-net-worth families in the Bay Area and beyond. We evaluate the needs of new and established family offices, then provide solutions to maximize the efficiency of their financial reporting systems. These services apply to individual and family offices of all sizes and range in complexity, from augmenting in-house financial staff to complete outsourcing of the family office services. Overall,Our goal is to develop and meet your family's financial reporting requirements while maximizing your existing resources. Contact us today to learn more.