01 — Discovery
We map your full picture: assets, liabilities, entities, businesses, advisors, vendors, and the constraints that matter.
Blueliner Group exists because most successful people end up with great professionals — scattered across firms, with no one running the operation. We're the layer that pulls it all into one.
Our clients already have great attorneys, great CPAs, great advisors, and great vendors. The problem is rarely the quality of any one of them. The problem is that no one is making sure they're moving in the same direction — that the tax move and the investment move and the entity move are all consistent, and that nothing is sitting in someone else's inbox.
Blueliner Group is that single point of coordination. We support each client to the full extent of services they want — investments, business, tax, administrative, IT, vendors — and pull in our long-standing partner specialists as the work requires.
We map your full picture: assets, liabilities, entities, businesses, advisors, vendors, and the constraints that matter.
A written plan with clear ownership of who does what — Blueliner, your existing professionals, and our partner network.
We execute and coordinate day-to-day, pulling in attorneys, CPAs, and specialists from our partner network as the work requires.
Scheduled reviews on a cadence that fits your complexity — and immediate response when something needs attention.
Founder of Blueliner Group.
Julian leads the firm and is every client's single point of contact. The work is run by Blueliner Group and supported by a long-standing partner network of attorneys, CPAs, and specialists at top firms.
Over twenty years of international experience advising private clients across Europe, Asia, and South America. Bachelor's in Quantitative Economics and Applied Mathematics from UC San Diego; MBA with concentrations in International Management, Finance, and Supply Chain Management from the University of San Diego.