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.