Boston Estate Planning Council (BEPC)
Consumer-Services
Website
Company Tagline
A vibrant, diverse community of more than 700 estate and wealth planning professionals in the greater Boston area.
Industry Category
Business Keywords
Company Description
The Boston Estate Planning Council (BEPC) is a dynamic community of over 700 estate and wealth planning experts located in the greater Boston area. Since its inception in 1930, BEPC has been dedicated to fostering connections, exchanging innovative ideas, and providing valuable insights through comprehensive educational programs and networking opportunities.
Located at 4 Lan Drive, Suite 310, Westford, MA 01886, US, the Boston Estate Planning Council aims to enhance the understanding and collaboration between estate and wealth planning specialists from various disciplines. BEPC encourages the highest standards of professional and ethical conduct, ensuring its members provide clients with top-tier service and educating the public on the benefits of estate planning. BEPC is a prominent affiliate of the National Association of Estate Planners & Councils (NAEPC).
With a rich history and a diverse membership including attorneys, accountants, bank and trust officers, wealth managers, financial planners, and more, the Boston Estate Planning Council continues to lead in promoting excellence in estate and wealth planning. We invite the management team to create a customized and exclusive company showcase and product listing on our platform to further enhance your reach and engagement.
Le Boston Estate Planning Council (BEPC) est une communauté dynamique de plus de 700 experts en planification successorale et patrimoniale située dans la grande région de Boston. Depuis sa création en 1930, BEPC s'est engagé à favoriser les connexions, à échanger des idées novatrices et à fournir des informations précieuses grâce à des programmes éducatifs complets et des opportunités de réseautage.
Situé au 4 Lan Drive, Suite 310, Westford, MA 01886, États-Unis, le Boston Estate Planning Council vise à améliorer la compréhension et la collaboration entre les spécialistes de la planification successorale et patrimoniale de diverses disciplines. BEPC encourage les normes les plus élevées de conduite professionnelle et éthique, garantissant que ses membres fournissent à leurs clients un service de premier ordre et éduquant le public sur les avantages de la planification successorale. BEPC est une filiale importante de la National Association of Estate Planners & Councils (NAEPC).
Avec une histoire riche et une adhésion diversifiée comprenant des avocats, des comptables, des agents de banque et de fiducie, des gestionnaires de patrimoine, des planificateurs financiers et plus encore, le Boston Estate Planning Council continue de montrer la voie en matière de promotion de l'excellence dans la planification successorale et patrimoniale. Nous invitons l'équipe de direction à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre portée et votre engagement.
Key Personnel / Employees
Compare Companies Side by Side
Compare Boston Estate Planning Council (BEPC) with 3 companies in Consumer-Services
| Comparison Field |
Boston Estate Planning Co...Main Company |
HBK CPAs & Consultan...View Profile |
Indiana Trust Wealth...View Profile |
Testa CPA LLCView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1949 | 1988 | 2022 |
|
Company Size
|
— | 501-1,000 | 11-50 | 2-10 |
|
City
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Westford, MA | Canfield, Ohio | Mishawaka, Indiana | Fort Worth, TX |
|
Country
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United States | United States | United States | |
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Skills & Keywords
Comparing with main company
|
15 Total Skills
Estate Planning
Wealth Management
Financial Planning
Trust Administration
Estate Law
Financial Services
Professional Networking
Consulting
Accounting
Family Office Management
Association
Trusts & Estates Law
Planned Giving
Society
Life Insurance
|
23 Total
1 Common
22 Unique
Match
7%
Common Skills:
Estate Planning
Unique Skills:
Assurance
Business Valuation
Cannabis Solutions
CFO Services
Construction Solutions
Cost Segregation
+16
|
34 Total
1 Common
33 Unique
Match
7%
Common Skills:
Estate Planning
Unique Skills:
Advisory Services
advisory solutions
Business Retirement Plans
Business Succession Planning
Corporations
Custody of Assets
+27
|
17 Total
17 Unique
Unique Skills:
Bank Financing
Bookkeeping
Business Planning
Business Transfers
Cash Flow
CFO Services
+11
|
4
Total Companies1949
Oldest Founded1
Countries84
Unique SkillsSimilar Companies
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