The foundation to managing and transferring family wealth wisely is simply the family. At Ronald Blue Trust Family Office, we encourage our clients to engage in an intentional planning process, which empowers current and future generations to shape and maintain a legacy comprising social, spiritual, and financial capital. Our Family Office services create the environment to help your family:
Although every family is different, we constantly seek to understand those characteristics that are common to successful families and employ a process that increases the probability a family effectively transfers their wealth and values to future generations.
Ronald 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:
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.
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Some of the services described herein are provided by other third parties. Services subject to execution of services agreement. Other fees, terms and conditions apply.
If any of these questions are relevant to you, let us discuss how we can help.
We invite you to read about our division’s leadership team and learn more about the breadth and depth of their experience and skills.
