Our family office platform focuses on identifying the client's specific needs and customizing solutions designed around those needs. We provide clients with a holistic approach which encompasses a wide range of wealth management solutions.
Legal, Accountancy and Tax advisory are key services that assist us in managing client needs and expectations. Our process begins with a thorough analysis of existing investment strategies to identify any areas that may be performing outside of the scope of the clients' mandate and to create an effective action plan that best suits the needs of the client.
We provide business development support as well as deal sourcing for our clients. Through our well-developed network, we can identify prime market opportunities and business partners, and provide essential insights to help our clients navigate new markets.
We also provide administrative services and maintenance of records to ensure that clients are kept informed. Key to those services are support on general legal and tax issues, expense management and reporting, opening of bank accounts and supporting existing banking relationships.
To enquire about becoming a part of the Blueprint Family Office, contact us below. We look forward to hearing from you.