Transfer My Wealth to
The Generations to Come

To ensure that the interests of the Family on an inter-generational basis are taken care of, we obtain a thorough understanding of the family as a whole and its individual members. We focus on family involvement, education and guidance by assisting with the decision making of the next generation who will inherit by sharing our specialized wealth knowledge.

The BMF Family Office becomes the Client’s financial centre of excellence providing the management, administration, reporting, advice, education and compliance for their wealth – completely and seamlessly. Some of our families are self-directed in their investment decisions while others are advised by BMF.

All Clients are allocated an Executive Director with whom a long-standing, trusting relationship is developed and nurtured over the years. Clients have a secondary relationship with at least one other director as a support to the relationship. The benefits for our Clients are trust, commitment, continuity, economies of scale, efficiencies, expertise, experience, execution and dedication.

Would You Like to Learn More?

Our experts would be happy to discuss all of the options available to you.

What Matters to You?

Manage My Standard of living in retirement

Manage My Standard of Living in Retirement

Estate Planning & Asset Protection Assistance

Protect My Assets

Family Office

Estate Planning

Wealth Preservation and Creation Strategies

Grow My Wealth

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