Blu Family Office  |  16 Water Lane  |  Richmond  |  Greater London  |  TW9 1TJ  |  United Kingdom  |  T: +44 (0)208 166 1223  |  E: info@blu-fo.com

Blu Family Office Limited is authorised and regulated by the Financial Conduct Authority.

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PLANNING 

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"There is no goal without a plan and failing to prepare means you prepare to fail."
 
- Doris Sommavilla
Family Advisor

We conduct a comprehensive review of the client's unique circumstances and requirements, including their tolerance towards financial risk.

 

Working with the family, we also discuss the behavioural risks that are common when living with wealth - for example, excessive lifestyles, entitlement and intergenerational issues. Together we address these risks at the outset by implementing proper governance and succession planning. A comprehensive wealth management strategy is then established that satisfies the client's needs.