Family Office Services

Blum & Colombe, Ltd., provides "family office" services for wealthy clients.

These services include, but are not limited to, the following:

Consultation regarding asset allocation

Assistance in selection of investment managers for each asset category

Monthly measurement of investment performance
and oversight of the performance of investment managers

Identification, analysis and evaluation of alternative investments including ownership interests in closely held companies and real estate projects

Oversight and coordination of estate planning

Oversight and coordination of annual income tax planning and return preparation

Coordination and execution of charitable giving

For several years, Blum & Colombe, Ltd. provided "family office" services to a client with a net worth of approximately $100.0 million.