Personal Relationship with an International Presence!

Headquarters in sunny San Diego with agent offices in the US and overseas. We have you covered wherever you are!

Management of your day-to-day activities to the extent you are willing to delegate.

There are only 24 hours in a day, 7 days in a week, and 365 days in a year – nearly not enough with the workload you are carrying. Delegating to us means more time for you!

Home office is your headquarters that organize all affairs.

The goal of the Home Office is to optimize your wellbeing and minimize the time investment and monetary expenses you are incurring.


Blueliner Group, Inc. provides private wealth management in the family context.

We are a dedicated professional organization devoted to managing personal fortunes and lives of wealthy families. There is truly no scale that is too small or too large. We deal with everything – business operations, legal issues, tax planning, investments, and personal finances, construction, education and event planning, daily routines and even your travel arrangements.

Blueliner's style is to harmonize a client's separately managed accounts in multiple areas, preventing the formation of inefficiencies.

Our Thinking...


You delegate to us and we work with experts to achieve optimal results.


We coordinate your activities and teams of your contractors.


We generate ideas and develop options for their successful implementation.


We evaluate and remodel processes to give a new angle to established practices.

We act with integrity, honesty and respect.
We do what we say we’ll do. We embrace the past and follow the future.


Our reputations are built on our personal integrity.


We do not compromise on compliance with law and our obligation to the client.


We embrace all perspectives and work towards the common ground.


Convenience, Efficiency and Luxury with Out of the Box Approach.

Full spectrum of services to meet your needs, lead innovation and provide support where it is most required. An a la carte menu of services is offered and each client can select as many or little as current situation calls for. We are tailored for these who value their time and feel the need for single family office to manage all of their life affairs.

Make right choice

Strategy is about making choices, trade-offs; it's about deliberately choosing to be different.

Michael Porter

Strategy and Tactics

All men can see these tactics whereby I conquer, but what none can see is the strategy out of which victory is evolved.

Sun Tzu

Strategy and Results

However beautiful the strategy, you should occasionally look at the results.

Winston Churchill

You should work hard

There's only one growth strategy: work hard.

William Hague

Study and you will win

Study the past if you would define the future.


Chaos and Opportunity

In the midst of chaos, there is also opportunity

Sun Tzu


Persistence. Perfection. Patience. Power. Prioritize your passion. It keeps you sane.

Criss Jami, Killosophy

Perception is strong and sight weak

In strategy it is important to see distant things as if they were close and to take a distanced view of close things.

Miyamoto Musashi, legendary Japanese swordsman

What do you want to achieve or avoid?

The answers to this question are objectives. How will you go about achieving your desire results? The answer to this you can call strategy.

William E. Rothschild

Strategy is actually very straightforward

In real life, strategy is actually very straightforward. You pick a general direction and implement like hell.

Jack Welch


Reach out to us to make personal contact