For 35 years, The Blum Firm has advised high net-worth families, professionals, and businesses in areas of asset protection, business planning, estate administration/probate, tax- exempt organizations, estate planning, tax planning and tax controversy. We take a team approach and work together with our clients to design creative and customized plans to accomplish our clients’ goals. We take pride in providing sophisticated tax planning and strive to stay apprised of new tax developments, enabling us to assist our clients in each of our practice areas.
What Our Clients Say About Us
“… I am very grateful for all you and your very capable partners and staff have done to guide my wife and me in our estate planning…our gift giving…and our ‘thinking’ about how best to leave multigenerational ‘legacy assets’ to our children, grandchildren and those that follow…”
“I am grateful for everything you do to advise me and my family to be careful guardians of the money that has been so generously passed on to us and to wisely and generously be the custodians of it for the generations that follow.”