NATIONAL OFFICE – An exciting development has occurred for BKD’s newest industry group. As of June 1, 2021, Private Client Services has changed its name to BKD Private Client.
“The new name and brand help better position our internal advisors as an integrated team,” said National Industry Partner Holly Pantzer. “Our moves are not about catching up or keeping up, but about being recognized as a leader in an important, growing market segment.”
There is increasing demand for integrated expertise, capabilities and services—The Wall Street Journal, for example, estimates $30 trillion in wealth will transfer from one generation to the next through the next 20 years. Clients are requiring cohesive services and will actively search for one firm to handle all their needs. BKD’s integrated services can help meet the demand.
BKD Private Client provides wealth management services that include financial planning and investments, tax consulting and family office services. BKD integrated its investment and tax teams to address the needs of a growing market. BKD is repackaging these individual, trust and estate client solutions and practice areas into one holistic, coordinated approach to better assist clients.
"We are excited to deliver our financial planning and investment expertise to our individual and family clients under our new BKD Private Client brand," said BKD Wealth Advisors Managing Partner Steve Toomey. The BKD Wealth Advisors legal entity will continue on and the public will still see the brand for BKD's team of professionals who serve employee benefit plans and other institutional clients.
To learn more about BKD Private Client, visit bkdprivateclient.com.