Enhance Your Clients' Wealth. Increase Your Per-Client Revenue.
At the heart of our mission is assisting families and providing a level of thoughtful service that tries to achieve the attention to detail of a three Michelin starred restaurant. However, we understand that many professional advisors—be they accountants, trust officers, planned giving professionals, private fiduciaries, attorneys, trustees, financial advisors, family office officers, or financial planners—often lack the diverse expertise, collaborative support, or capacity to delve into and execute sophisticated strategies across disciplines for their affluent clients. Teaming up with Bloomwood brings more value to the client, which you should be paid for!
Optimized Wealth
-
Bloomwood looks under every stone to find the best tactics and strategies for high net worth business owners and their families. If there is value to be had, Bloomwood will find it.
-
Bloomwood unlocks family wealth by uncovering the full detail of the arrangements and intermingling of contracts, solution providers, and policies, then taking action to ensure that all of those elements serve the goals of the family.
-
Bloomwood searches high and low to uncover small and big tax savings, lower expenses, and organize the family's financial life.
-
Bloomwood identifies key estate planning issues to prevent unnecessary headaches and capture valuable opportunities to reduce estate tax.
-
Bloomwood takes responsibility for being the project manager on cross-discipline projects requiring multiple professionals and accepts nothing short of excellence.
Individual and Family Mission
-
Bloomwood helps families uncover their mission, purpose, and dreams.
-
Bloomwood helps provide clarity and intentional reminders of purpose.
-
Bloomwood links the families purpose to their wealth, facilitating a happier life.
Ready to Take Your Client Service to the Next Level?