Blue Trust

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Blue Trust Overview

Type

Multi Family Office

General Information

Blue Trust is a multi-family office headquartered in Alpharetta. The firm provides comprehensive advisory and investment management services to affluent families, supporting wealth preservation, succession planning, and philanthropic initiatives. Blue Trust works closely with clients to address complex financial needs, offering tailored solutions across asset management, estate planning, and family governance—enables families to navigate generational transitions and achieve long-term financial objectives.

Contact Information

Website:
https://www.bluetrust.com/

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Alpharetta, United States

Portfolio & Notable Allocations


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