Steven J. Bloch
Managing Member
MHB Financial Group, LLC
Redondo Beach, California, USA
Multi-client family office
Professional Summary
Steve Bloch has advised high net worth individuals and families on personal and business matters since 1993. He brings a wealth of knowledge and experience to his clients. Steve is a graduate of both Harvard College and Fordham University's School of Law, and is a member in good standing of the New Jersey Bar. He is also a Certified Financial PlannerTM professional and a Registered Investment Advisor representative.
Steve spent the first decade of his career as a member of the International Tax Planning Groups at Ernst & Young LLP and Deloitte & Touche LLP, where he had principal responsibility for providing creative income tax planning techniques for public and private companies and their owners. He was also deeply involved in the design and implementation of tax-efficient wealth preservation strategies for ultra-high net worth individuals.
Prior to founding MHB Financial Group, LLC, a multi-client family office, Steve was the Managing Partner of both Lexington Financial Management, LLC, a Beverly Hills-based business management firm that caters to the entertainment industry, and Atlas Advisory Partners, LLC, a boutique tax consulting and compliance firm.
Learn More
Languages
- English
Industry Experience
- Financial Services
Website
MHB Financial Group, LLCInterests/Hobbies
- Athetics
- History
- Listening to music
Birthday
December 15Social Media
Experience
MHB Financial Group, LLC
Redondo Beach, California, USA 90278
Redondo Beach, California, USA 90278
Managing Member
Multi-client family office
2006 - Present
MHB Financial Group, LLC is a central advisor offering classic family office services to individuals and families with a net worth up to US$30 million. We provide a simplified service model that delivers consolidated reporting, a broad and multi-generational view of wealth management, unbiased tax and investment advice and coordinated and well-timed service delivery.
We serve as a personal CFO to our clients, coordinating their tax, investments, insurance, estate planning, financial planning, retirement planning, and other financial matters.
We serve as a personal CFO to our clients, coordinating their tax, investments, insurance, estate planning, financial planning, retirement planning, and other financial matters.
Education
JD1993
Fordham University School of Law
New York City, New York, United States
American Jurisprudence Award - Criminal Law
Fordham Moot Court Board
Wormser Moot Court Competition - semi-finalist
Wagner Labor Law Competition - Bench team
Fordham Urban Law Journal - staff member
Fordham Moot Court Board
Wormser Moot Court Competition - semi-finalist
Wagner Labor Law Competition - Bench team
Fordham Urban Law Journal - staff member
AB, History 1989
Harvard University
Cambridge, Massachusetts, United States
Dean's List - 1986-89
Harvard Ski Team
Chairman - Leverett House Public Service Committee
Member, Pi Eta Speaker's Club
Harvard Ski Team
Chairman - Leverett House Public Service Committee
Member, Pi Eta Speaker's Club
Professional Certifications
Certified Financial Planner (CFP)
2006
Active
Bar Admissions
New Jersey
Active
1993
Court Admissions
- Supreme Court of New Jersey
- US District Court for District of New Jersey
Associations and Societies
- Financial Planning Association