Richard Bloom Partner

Richard Bloom

Richard delivers personal tax, financial, and estate planning, as well as compliance services, to high net worth individuals, executives, family offices and hedge fund managers. Richard’s more than 25 years of experience encompass advising clients on multigenerational tax planning, philanthropic guidance, wealth preservation strategies, and risk management. He also represents clients before federal and state tax authorities. Richard has a Bachelor of Science in Accounting from University of Delaware, and a Master of Science in Taxation from Seton Hall University.

Industry Expertise

Closely-Held Business Owners
Hedge Fund Managers
High Net Worth Individuals and Families

C-Suite Executives
Family Offices

Service Specialties

Estate Planning and Wealth Preservation
Individual Income Tax Planning
Personal Financial Planning

Risk Management
Succession Planning
Tax Compliance

Licenses & Certifications

Certified Public Accountant, New Jersey

Personal Financial Specialist


American Institute of Certified Public Accountants

New Jersey Society of Certified Public Accountants