Blue Trust’s Family Office mission is to encourage our clients to maintain a balanced life and engage in an intentional planning process, which empowers current and future generations to shape and maintain a legacy comprising social, spiritual, and financial capital. Everything we do helps support our Family Office division’s mission:
- Principles-based advice
- Focus on your family’s stories, values, and beliefs
- Acting as more than an investment-based relationship
- Centered on the “business of the family” rather than just the family business
In addition to employing advanced planning techniques and investment solutions, we are distinguished by our biblical world view, which is the philosophical overlay for all of our services. This approach serves as the “touchstone” for families desiring to use biblical principles to steward, share, and prioritize wealth and helps them create a multigenerational legacy that goes beyond money.