Family Office Approach
The firm was founded with the aim of offering unparalleled family office services at a reasonable cost, not only for our own benefit but also to share that experience with our clients.
![Tax Minimization](https://blackdfinancial.com/wp-content/uploads/2023/09/Diff-Tax.png)
Tax Minimization
Tax Loss Harvesting
Asset Location
Tax Coordination
![Investment Management](https://blackdfinancial.com/wp-content/uploads/2023/09/Fam-Invest-Mgmt.png)
Investment Management
Portfolio Construction
Private Investment Access
Diversification
![Estate and Trust Planning](https://blackdfinancial.com/wp-content/uploads/2023/09/Fam-Estate.png)
Estate and Trust Planning
Estate Tax Mitigation
Wealth Transfer
Trust Coordination
![Wealth Planning](https://blackdfinancial.com/wp-content/uploads/2023/09/Fam-Wealth-Plan.png)
Wealth Planning
Retirement Planning
Education Planning
Insurance Planning
![Business Services](https://blackdfinancial.com/wp-content/uploads/2023/09/Fam-Business.png)
Business Services
401k Advisory
Exit Strategies
Strategic Advice
![Charity and Philanthropy](https://blackdfinancial.com/wp-content/uploads/2023/09/Fam-Charity.png)
Charity and Philanthropy
Foundation Coordination
Tax-Efficient Giving
Donor Advised Funds