Blouin & Company

What Blouin & Company does

Blouin & Company, Inc. is a privately held financial and business management firm headquartered at 2020 Commonwealth Ave., Newton, Massachusetts. Founded in 1999 by David R. Blouin, CPA — a former KPMG Senior Manager and senior executive at Provident Financial Management — the firm operates as a boutique family office and "personal CFO" practice serving high-net-worth individuals and families, professional athletes, entertainers, and charitable foundations across the United States.

The firm's core offering is an integrated suite of financial management services: quarterly financial reporting (Net Worth, Income & Expenses, Cash Flows), income tax planning and compliance, bill paying and cash management, investment and advisor coordination, estate planning facilitation, payroll administration, insurance review, and debt refinancing. On top of this core platform, Blouin & Company layers four specialized modules — Executive Wealth Management, Professional Athlete Services (multi-state tax, relocation, benefits), Entertainment Industry Business Management (tour accounting, business structuring, union coordination), and a Charities/Foundations Division co-founded with Tina Cantu, Esq. that provides 501(c)(3) formation, board development, grant writing, and non-profit back-office management.

Blouin & Company monetizes through professional fees on a retainer or fee-for-service basis, with pricing not publicly disclosed and customized per client. The firm employs 11–50 people, is privately held by its founder, has no external investors or parent entity, and acquires clients entirely through personal referrals and the professional reputation of its leadership within sports, entertainment, and media circles. Its technology stack is conventional professional services tooling; there is no disclosed proprietary platform.

Name

Blouin & Company

Legal name

Blouin & Company, Inc.

Website

https://blouincompany.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Blouin & Company is a privately held Newton, MA-based family office and personal CFO firm founded in 1999 by David R. Blouin, providing integrated financial, tax, and business management services to high-net-worth individuals, professional athletes, entertainers, and charitable foundations across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Newton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Financial Advisory and Management Fees: Blouin & Company generates revenue through professional fees for comprehensive financial planning, family office, and personal CFO services provided to high net worth individuals and families. Services are customized to each client and likely billed on a retainer or fee-for-service basis commensurate with complexity and scope of engagement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Blouin & Company is a financial and business management firm that provides Family Office and Personal CFO services to high net worth individuals, families, professional athletes, entertainers, executives, and charitable foundations. Core services include comprehensive financial planning, income tax planning and compliance, quarterly financial reporting, bill paying, investment oversight, estate planning facilitation, and payroll administration, delivered as a unified, high-touch advisory engagement.

Product overview

Blouin & Company is a financial and business management firm offering a unified suite of services centered on Family Office and Personal CFO capabilities. The core product encompasses comprehensive financial planning and management, supplemented by specialized modules for distinct client segments: Executive Wealth Management, Professional Athlete Services, Entertainment Industry Business Management, and a Charities/Foundations Division. These services function together as an integrated family office solution, coordinating all financial advisors and managing complete personal and business financial affairs for high net worth individuals and families.

Differentiator

Problem solved

Functional benefit

Brands

• Charities/Foundations Division: A division of Blouin & Company that assists families, athletes, and celebrities in fulfilling their philanthropic dreams, including obtaining 501(c)(3) designation, setting up foundations, and managing charitable organizations.

Products and services

• Family Office Services Comprehensive financial management services functioning as a family office or personal CFO for high net worth individuals and families, coordinating all financial advisors and managing complete financial affairs.
• Financial Planning and Management Services Initial evaluation and recommendations, financial systems and reporting, quarterly financial reporting (Net Worth, Income & Expenses, Cash Flows), budgeting, income tax planning and compliance, cash management, bill paying, investment oversight, asset purchases, debt refinancing, estate planning facilitation, and payroll administration.
• Executive Wealth Management Services Specialized services for executive clients including investment oversight, annual gifting programs, deferred compensation plans, stock option monitoring, insider trading compliance, private aircraft administration, and charitable giving programs.
• Professional Athlete Services Financial management services for professional athletes including income monitoring, multi-state tax planning, benefits administration, relocation assistance, risk management, and credit score monitoring.
• Entertainment Industry Business Management Business management services for music clients, broadcasters, and actors including income control and monitoring, business structuring, tour accounting, professional union coordination, and payroll processing.
• Charities/Foundations Division Philanthropic services helping clients obtain 501(c)(3) status, set up foundations, board development, financial assistance, legal assistance, strategic planning, marketing, grant writing, fundraising, and HR management for non-profit organizations.

Quantifiable outcome

• Aims to maintain expense/giving ratios at 80/20 or higher for client foundations

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Doug Flutie Jr. Foundation for Autism, Inc.minorOthersDavid R. Blouin serves as Treasurer of the Doug Flutie Jr. Foundation for Autism, Inc. since 2000. The foundation is a client of Blouin & Company, which handles its financial and accounting back-office needs.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Provident Financial Management: National business management firm specializing in entertainment and sports, where founder David R. Blouin previously served as a senior executive. Operates the same personal CFO / business management model for the same athlete and entertainer segments.
• PS Business Management: Entertainment-focused business management firm providing royalty accounting, financial reporting, and personal CFO services to artists, producers, and executives in the same client verticals as Blouin.
• Gelfand, Rennert & Feldman: Long-established entertainment and music business management firm serving musicians, actors, and producers with tour accounting, royalty tracking, and personal financial management closely mirroring Blouin's entertainment practice.
• NKSFB (Nigro Karlin Segal Feldstein & Bolno): Largest U.S. business management firm focused on entertainment and sports clients, providing personal CFO, tour accounting, and tax services comparable to Blouin's entertainment/athlete service suite. Directly comparable business model, client overlap, and delivery model.

Broad incumbents

• Whittier Trust: Multi-family office providing investment management, trust, philanthropy, and family office services. Comparable to Blouin's integrated offering for HNW families and foundations, though operating at significantly larger scale.
• GenSpring Family Offices: Multi-family office serving HNW and UHNW households with investment, tax, estate, and lifestyle coordination services. Direct overlap with Blouin's personal-CFO proposition at a higher scale and broader geographic reach.
• Bessemer Trust: Large multi-family office serving UHNW families with investment management, wealth planning, and family office services. Comparable personal-CFO-style offering, but at meaningfully greater scale and broader client base than Blouin's niche practice.
• Aspiriant: Wealth advisory firm serving HNW individuals and families with integrated financial planning, investment advisory, and family-office-style coordination. Similar service model to Blouin but with no specialization in athletes or entertainment.
• Brown Brothers Harriman (BBH) Private Banking: Established U.S. private bank and family office provider offering consolidated wealth reporting, fiduciary, and advisory services to HNW/UHNW families - functionally similar to Blouin's family office remit but at institutional scale.
• Creative Planning: Large national wealth management firm providing financial planning, tax, and family-office-adjacent services to HNW individuals and professional athletes/entertainers. Comparable model but at vastly greater scale than Blouin.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/dave-blouin-4591b171

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blouin & Company