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.
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.
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.
Everyone can tell you where to invest, our goal is to advice you where NOT to invest and why.Read more
Most of our clients have established businesses and are constantly entertaining new opportunities.Read more
Filing taxes is complicated enough, but proper and thorough preparation pay off in the long run.Read more
We run your home office with the same diligence and on the same scale as a blue chip company.Read more
Not a single business or personal task could be done without some type of technological device.Read more
Time is of the highest value to our clients and we take over all logistics with any vendors.Read more
Strategy is about making choices, trade-offs; it's about deliberately choosing to be different.Michael Porter
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
However beautiful the strategy, you should occasionally look at the results.Winston Churchill
There's only one growth strategy: work hard.William Hague
Study the past if you would define the future.Confucius
In the midst of chaos, there is also opportunitySun Tzu
Persistence. Perfection. Patience. Power. Prioritize your passion. It keeps you sane.Criss Jami, Killosophy
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
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
In real life, strategy is actually very straightforward. You pick a general direction and implement like hell.Jack Welch