Private Client &
Family Office family services

The professionals in the Private Client and Family Office Group provide customized tax, financial and business solutions for successful families and privately-held business owners. Providing high quality tax compliance, advisory and estate planning services has always been a cornerstone of blum’s success. Our reputation is built on understanding our client’s complex issues and providing timely and practical solutions. Our clients rely on us to be expert in all that we do. You can be confident that the blum professionals working with you understand what is important to you and are dedicated to your success.

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The professionals in the Private Client and Family Office Group provide customized tax, financial and business solutions for successful families and privately-held business owners. Providing high quality tax compliance, advisory and estate planning services has always been a cornerstone of blum’s success. Our reputation is built on understanding our client’s complex issues and providing timely and practical solutions. Our clients rely on us to be expert in all that we do. You can be confident that the blum professionals working with you understand what is important to you and are dedicated to your success.

Our Insights

You won’t have to bring us up-to-speed. Our experience working with private clients and family offices means that you will have the industry knowledge you need to help navigate your regulatory landscape, and offer solutions that meet or exceed your needs.

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Our Leadership

Stephen Bonder

CPA, MST, MBA

As a partner and industry leader of our Private Client and Family Office Group, Stephen focuses on advising privately held companies and high net worth families on business planning and operations, as well as accounting, auditing, and tax planning and compliance. Stephen assists privately held companies with the development and implementation of succession plans and effective strategies for maximizing enterprise value. In addition, he assists company owners with strategies for acquisitions and divestitures.

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