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.