Family Office services

Serving the Complex Needs of Wealthy Families

Let's discuss a right-fit strategy for your family

Managing the complexities derived from significant wealth can be stressful. Our private wealth management team is here to help simplify life with an approach that is as disciplined as it is strategic.

BBA family office services has an absolute focus on the wealthy family community along with a profound understanding of their advanced needs, providing brokerage, investment, reporting, and custody services to them, and the advisors who support them.

Amy Braun-Bostich

CEO, Private Wealth Advisor - Braun Bostich & Associates

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Phone: 724.942.2639
Email: amy@braun-bostich.com

Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to bring more value to the table for her clients, employees and family members-not necessarily in that order.

Amy has over 26 years in the Financial Services business and has invested the time and discipline toward ongoing education to bring her clients the best advice possible for their situation. Amy has a BA in Psychology from UCLA, an MSFP (Master of Science in Financial Planning) and a CFP (Certified Financial Planner), APMA (Accredited Portfolio Manager Advisor) from the College of Financial Planning. She also has a CFS (Certified Fund Specialist)) from the Institute of Business & Finance and a CLTC (Certification in Long Term Care) from the Corporation for Long Term Care.

Family & Interests

When trying to separate herself from the business, Amy enjoys reading, walking, travel and gardening, but mostly just hanging out with her family. Amy has two children, two dogs, and one husband.

Kevin Israel

Partner - Meyer, Unkovic & Scott, LLP

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Phone: 412.456.2841 Email: kfi@muslaw.com

Kevin Israel is a member of his firm’s Corporate & Business Law, MUSolutions, and Private Clients groups. He focuses his practice on advising individuals and principals of closely-held and family-owned businesses in the areas of estate and succession planning, income tax planning, and business transactions. He also advises founders of new venture startups on entity formation and corporate finance. He regularly practices in the areas of trust and estate administration, mergers and acquisitions, real estate transactions, tax controversy and collection engagements.

Professional/Community Involvement

Allegheny County Bar Association, Member
Pennsylvania Bar Association, Member
Estate Planning Council of Pittsburgh, Member
Greater Pittsburgh Business Association, Member
Boy Scouts of America, Eagle Scout

Additional Information

Kevin grew up in Westmoreland County, Pennsylvania. He and his family now live in Pittsburgh’s Shadyside neighborhood. Kevin enjoys fly fishing, cycling, hiking, and kayaking.

Meyer, Unkovic & Scott, LLP - Henry W. Oliver Building | 535 Smithfield Street, Suite 1300 | Pittsburgh, PA 15222

Doug Yurasko

Partner, CPA - garvey&garvey, l.l.c.

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Phone: 412.734.1691
Email: dey@garveycpa.com

Holding a B.A. in Accounting and Management from the University of Pittsburgh at Johnstown, Doug has worked in the industry of public accounting since 1998. He worked at a national CPA firm and a regional CPA firm prior to joining garvey & garvey. He prefers the GGLLC approach because the focus is to serve clients throughout the year rather than only at year-end or during crisis situations.

Doug is a member of the Pittsburgh Chapter of Entrepreneurs Organization and a member of AICPA and PICPA

He is married with 2 children and enjoys spending time with his family, running, and watching Steelers and Pirates games.

Favorite Quote: “One can never truly savor success without first tasting adversity.” – Emerson

367 West Riverview Avenue • Pittsburgh, PA 15202 • (412) 734-1691 • www.garveycpa.com • info@garveycpa.com

Pamela Wright

Client Concierge

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Office: 724.942.2639
pwright@braun-bostich.com

With over 35 years of experience in client relations and support services, Pam joined the Braun-Bostich & Associates team in 2000. When not engaged as the firm’s client-concierge or organizing events, Pam’s day-to-day responsibilities include: overseeing the business and financial operations of the firm, compliance monitoring, advisor licensing upkeep, marketing and payroll and HR activities.

As a consummate client service steward, she feels that taking service to the next level is one way to shape and solidify long lasting client relationships—an integral facet of what Braun-Bostich & Associates is about.

Family & Interests

Pam has been married for 39 years has three grown children and three grandchildren. She enjoys concerts, plays, walking, being outdoors, spending time with family, and reading (when she gets the time).

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