If you’re considering a relationship with a financial advisor, consider where you are in life – what your needs are, what your dreams are, where you are now in your journey, and what your life is requiring of you. When your advisor is experienced in and knowledgeable of your situation, he or she can better meet your needs and become a partner for guidance, wisdom, and action.
At Ronald Blue Trust, four distinct divisions can offer you access to advisors with a specialized focus on your unique needs. Our Private Wealth group offers comprehensive services to clients with an investable net worth generally starting at $1 million. The largest division in the company, Private Wealth clients are in all 50 states working with advisors in our 13 offices around the country. The Family Office division is focused on the complex needs of multi-generational families typically starting at $25 million of net worth. Services range from family mission and governance to sophisticated trust and estate planning to innovative investment solutions and business succession.
The Professional Athlete division understands the planning and management demands of individuals and families in professional sports, which often includes building and retaining wealth during a short career span. Everyday Steward® clients typically range from those getting started to those with an investable net worth of up to $1 million and need help with everything from cash flow management to retirement planning and charitable giving strategies.
Although your services will vary depending on your life goals and needs, your experience as a Ronald Blue Trust client will always be based on the perspective of our Guiding Principles. Watch our advisors and leadership discuss them.