Strategic Family and Individual Financial
Planning Advisory
Like businesses, individual and family finances, and sources of wealth evolve and grow over time. As your finances grow and become more complex, developing, implementing, and maintaining sustainable financial planning strategies become increasingly critical to safeguarding your financial security and well-being.
At BernardFrank, we help individuals, families, trusts, and foundations develop clear, robust, long-term strategies to secure their financial future. Our services include:
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Working with individuals and families to articulate their long-term financial goals and plans
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Helping clients assess their savings, pension, and investment portfolio to align with personal goals and life plans
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Designing retirement plans to support individuals in their later years
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Restructuring family businesses to separate personal and business finances and assure long-term continuity
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Conducting personal financial training to help individuals and families make informed financial decisions
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Assisting in asset and estate planning to ensure financial security across generations
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Identifying fiscal risks and planning for their mitigation
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Conducting individual tax health checks and planning to ensure tax efficiency
- Audit and Assurance
- Internal Audit Outsourcing
- Tax
- Government & Public Sector
- Business Advisory Consulting
- Human Resources Consulting
- Technology Assurance
- Risk Consulting
