Being a member of the BHEPC provides me with access to network with like-minded professionals, learn about new trends and topics, and build on existing friendships.
Director, Trust and Estate Specialist at UBS Wealth Management
The BHEPC was an environment where otherwise highly technical concepts could be made interesting and fun with friends.
The BHEPC is a wonderful forum for interacting with and learning from highly experienced professionals in practice areas including law, tax, financial planning, and trust services. I appreciate as well the excellent monthly programs which provide access to thought leaders and experts in their respective fields. My membership offers an opportunity to enjoy the company of fellow professionals and to stay on top of the latest trends and techniques that may benefit our clients.
Membership in BHEPC has afforded me access to preeminent industry practitioners who share valuable knowledge and insight in a constantly evolving profession. The collective and varied experience of the group provides extraordinary resources to manage my practice and serve my clients. I truly value the professional relationships and friendships I have forged over my years of membership.
I am particularly impressed by how the BHEPC curates ideas and strategies from some of the top professionals in estate planning, investment management, tax and insurance. The focus of the council is to skillfully collaborate on highly relevant tax and estate planning topics affecting our clients. While we are all experts in our respective fields, the services we provide often affect the work we are all doing on our clients’ behalf.
However, the most valuable benefit of being a part of this organization is the opportunity to develop trusted relationships with other council members. I now have a short list of competent professionals who I work with to achieve my clients’ financial goals.