# Blue Trust

Blue Trust is a Multi Family Office based in Chicago, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** 1125 Sanctuary Parkway Suite 500, Alpharetta, GA, United States
- **Founded:** 1979
- **Assets under management:** $62 billion (Altss estimate)
- **Website:** bluetrust.com
- **LinkedIn:** https://www.linkedin.com/company/bluetrustwealth

## About

Blue Trust is a multi-family office headquartered in Alpharetta. The firm provides advisory and investment management services to affluent families. It supports wealth preservation, succession planning, philanthropic initiatives, generational transitions, and long-term financial objectives through asset management, estate planning, and family governance.

## Sectors

- FinTech
- Digital Health
- Energy Transition & Renewables
- PropTech
- Healthcare Services
- Private Equity
- Private Credit
- Real Estate

## People

- Ronald Blue — Founder
- Nick Stonestreet — Chairman of the Board
- Brian McClard — Chief Investment Officer
- Casey Crawford — Majority Owner

## Questions

### Who runs investment decisions at Blue Trust?

Brian McClard serves as Chief Investment Officer. Nick Stonestreet acts as Chairman of the Board. The investment committee applies the Principles-Based Investing framework across all mandates.

### How does Blue Trust source proprietary deal flow?

The firm uses its ownership of Eastway Capital Partners and strategic partnerships such as Sovereign's Capital. It also participates in the Faith Driven Investor network for co-investment opportunities.

### Does Blue Trust participate in fund commitments or only direct deals?

Blue Trust makes both fund commitments and direct investments. It holds positions through iCapital and maintains 100 percent ownership of Eastway Capital Partners for internal private equity management.

### What investment stages does Blue Trust typically target?

The firm targets Buyout, Growth, Venture Seed through Series G, and Mature stages. It avoids Pre-Seed investments.

### Which sectors does Blue Trust explicitly avoid?

Confirmed exclusions include Cannabis & Psychedelics, Gambling, Tobacco and Alcohol. The firm also screens against Distressed & Turnaround and Activist strategies.

### Does Blue Trust maintain philanthropic structures, and how are they separated?

Blue Trust runs BlueGive, a digital donor-advised fund platform, and sponsors GiveClear Foundation. These vehicles operate separately from investment management activities and focus on faith-based grantmaking.

## Related profiles

- [Lilly Endowment](https://altss.com/profile/lilly-endowment)
- [AG Insurance](https://altss.com/profile/ag-insurance)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/blue-trust

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