Traditionally, a family office is a private company that manages investments and trusts for an ultra high net worth family. The family office provides personal services such as managing household staff, making travel arrangements, managing property, handling day-to-day accounting and payroll activities, and managing legal affairs. More recently, a family office refers to financial services tailored to wealthy families.

At Blossom Wealth Management, we do more than just help families accumulate assets and transfer those assets to the next generation. We collaborate with the family’s team of professional advisors. Most importantly, we bring in resources when appropriate. We make sophisticated and confidential connections for clients interested in luxury travel, lifestyle ventures (art, aircraft and watercraft), and agricultural holdings (wineries, farms and ranches). We understand that some investments go beyond monetary return. They provide an oasis for their owners.