Accounting Firms

BKD rebrands its Private Clients Services division

it is repackaging these individual, trust and estate client solutions and practice areas into one holistic, coordinated approach to better assist clients

Accounting firm BKD has revealed it has rebranded its Private Client Services division to BKD Private Client.

The firm said it comes as there is “increasing demand” for integrated expertise, capabilities and services and clients are requiring cohesive services and will actively search for one firm to handle all their needs.

It added that BKD Private Client provides wealth management services that include financial planning and investments, tax consulting and family office services. BKD integrated its investment and tax teams to address the needs of a growing market.

In addition, it is repackaging these individual, trust and estate client solutions and practice areas into one holistic, coordinated approach to better assist clients.

Holly Pantzer, BKD National Industry partner, said: “The new name and brand help better position our internal advisors as an integrated team. Our moves are not about catching up or keeping up, but about being recognized as a leader in an important, growing market segment.”

BKD Wealth Advisors managing partner, Steve Toomey, added: “We are excited to deliver our financial planning and investment expertise to our individual and family clients under our new BKD Private Client brand.

“The BKD Wealth Advisors legal entity will continue on and the public will still see the brand for BKD’s team of professionals who serve employee benefit plans and other institutional clients.”

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