Family Office Services

blum provides customized solutions to the tax, financial and business challenges facing high net-worth individuals, their families and closely held businesses.

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blum provides customized solutions to the tax, financial and business challenges facing high net-worth individuals, their families and closely held businesses.

We understand that a family office is driven by the needs and preferences of each family, and there is no standard for how one should be structured. That is why we offer an extensive range of customized services that centralize the management of your financial matters. We pride ourselves on the ability to meet the needs of all family members while being mindful of your family dynamics. We offer advice and support beyond tax and financial services to encompass the requirements of everyone involved.

An experienced and accessible team of professionals will listen to your needs and guide you through the process of developing the right family office structure to achieve your goals of managing your financial affairs in the most efficient way possible.

Available personalized services include:

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Learn more about our Private Client Group and how our customized tax, financial & business services can help you.

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