An optimal family wealth strategy is holistic and combines both investment and estate planning strategies. 

Insights on creating and improving a family office.

Learn how key provisions of the American Families Plan might affect your tax bill and portfolio.

Join a panel of BKD Trusted Advisors™ on Giving Tuesday as they offer tips for year-end charitable giving and share their unique perspectives on the current philanthropic landscape.

Join BKD for a 30-minute discussion on the role and impact of technology on business operations amid COVID-19. We’ll review technology trends in the marketplace and the possibilities within physical reentry to the workplace.

Join BKD for this short webinar focused on recent legislation that may create tax refund opportunities for owners or operators of family businesses. We'll also cover wealth-transfer strategies that work well in a down economy with historically low…

A discussion on the importance of year-end tax planning.

During this webinar you’ll learn how the Tax Cuts and Jobs Act affected incentives for charitable giving. We’ll also cover how donors and not-for-profit organizations are working together using various strategies to increase charitable giving under…

Join BKD Family Office for a 60-minute webinar highlighting the new tax law and the economic outlook for 2018.

With proposals to repeal the estate tax, it’s as important as ever to understand the need for an estate plan that meets objectives. Learn more now.