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Services

  • Family Management Services
    • Bill Paying and Record Keeping
    • Accounting and Financial Statement Preparation
      • Complete double entry general ledgers
      • Financial assets portfolio reporting
    • Management of Personal and Business Insurance Lines
      • Homeowner’s, Casualty and Liability, Life, Disability, Health, Jewelry and Fine Arts, Kidnap, Comprehensive General Liability, Workers’ Compensation and other products as needed
    • Insurance Claims Processing
      • Health, accident, disability claim filing
      • Automobile and other casualty as needed
  • Commercial Accounting
    • Tour accounting
    • Motion Picture and Television accounting
    • Accounting for client business ownership
  • Financial Consulting
    • Income Tax Planning and Preparation
      Coordination of passive income to ordinary income and the integration of financial investments thereto
      • Business and personal
      • Income and expense timing to mitigate effects of taxation
      • Preparation of personal, corporate, partnership, LLC, Gift, Personal Property, Business License, and Sales and Use Tax returns
    • Financial forecasting projections and budgets’, strategies for cash flow planning
    • Personal Financial Planning
      • Review of objectives and risk/reward attitudes
      • Review of asset and liability structure
      • Income tax analysis, charitable planning
      • Cash flow management
      • Investment review, analysis and recommendations
      • Insurance review, analysis and recommendation
      • Employee benefits review and recommendations
      • Disability income analysis and recommendations
      • Estate distribution costs and taxation analysis
      • Retirement income analysis and recommendations
    • Investment Services
      • Portfolio Design and Implementation
        • Asset Allocation Modeling
        • Coordination with outside Investment Advisors and supervision of asset mix
        • Real Estate evaluation and analysis
        • Coordination with outside real property managers
    • Contract Negotiations and Business Affairs’ Consulting
      • Financial Structuring
        • Advice and counsel regarding tax implications of compensation arrangements
        • Advice and counsel regarding deferred payment and structured remuneration agreements
        • Assistance with other professional advisors in the integration with other rights, duties, and obligations preceding proposed agreements
        • Assistance with other professional advisors in the follow-up and maintenance of contractual rights, duties, and obligations

At BNVCO, we believe in order to develop a successful financial and business affairs’ plan, the disciplines of Business Management and Financial Planning must be totally integrated with every factor that could affect your long-term financial security. With years of investment, tax and estate planning experience, BNVCO is able to put a broad spectrum of planning resources and family management services at your disposal.