 Family/Multigenerational Management –
Coordinated Family Office
At Bluemont our clients expect and demand the type of service and discretion that they would receive when handling their own investment affairs.
At Bluemont we work closely with Estate Attorney’s and CPAs to provide our clients with a level of service that is similar to what they would achieve if they were running their own family office. Should our clients require the services of an estate attorney or CPA we can introduce you to many prominent professionals in the area with whom we have created partnerships for the benefits of our clients.
We work with a number of smaller, but highly regarded banks with whom we have created lending relationships that can further benefit our clients whether client loans are for personal or business use. We have also been successful in pledging client investment assets against these loans to get lower interest rates using this type of collateralization.
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