It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it. - Ralph Waldo Emerson.

Family Office Investment Solutions

Protecting your family's financial security.

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.

Coworking

Advisory

Protecting your family's financial security.

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.

Business Development

Protecting your family's financial security.

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.

Corporate Governance

Protecting your family's financial security.

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.

Who is Blueprint Financial?

Blueprint Financial is a boutique multi-family office and wealth consultancy firm. Our firm provides comprehensive, tailored and confidential services to high-net-worth individuals and their families, including Financial Planning, Advisory, Governance, Lifestyle Asset Management and VIP Concierge Services.

Do I need a family office?

Joining our family office firm adds significant value to families who have a net worth of USD 10MM and above, and requires asset protection and/or asset coordination.

The Blueprint Philosophy

Our Philosophy is based on the Hughes theory that "a family can successfully preserve wealth for more than a one hundred years if the system of representative governance it creates and practices is founded on a set of shared values that express that family's differentness." To do this, he explains, families must use various quantitative and qualitative techniques to help them make more positive than negative decisions about the use of their human, intellectual and financial capital.

Join Our Family

To enquire about becoming a part of the Blueprint Family Office, contact us below. We look forward to hearing from you.