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Blueprism Wealth Management
Blueprism Wealth Management was founded by Lee Hausner and Douglas Freeman, two psychologists-turned-wealth-advisors who brought a behavioral lens to...
Blueprism Wealth Management
Blueprism Wealth Management was founded by Lee Hausner and Douglas Freeman, two psychologists-turned-wealth-advisors who brought a behavioral lens to family office consulting. The firm emerged from their work with ultra-high-net-worth families navigating succession, governance, and philanthropy. Hausner and Freeman author books on family wealth dynamics and speak regularly at family office conferences. The firm structures itself as an advisory orchestrator rather than an asset manager. Blueprism coordinates the family's existing legal, tax, and investment advisors under a unified plan. It does not execute trades or manage pooled vehicles. The service line includes family governance education, next-generation preparation, philanthropic strategy, and estate-tax minimization. Geographically, the firm serves families across North America, with a concentration in the Northeast. Team size and AUM are not publicly disclosed. The firm operates from a single office in New York City. Hausner and Freeman maintain associated practices: Hausner as a co-founder of the Family Firm Institute, and Freeman through the Freeman Group. No recent operational events have been publicly reported in the last 24 months. The structural differentiator is the behavioral foundation. Hausner and Freeman began as clinical psychologists, which shapes the firm's approach to family conflict and decision-making. Rather than competing with traditional family offices on investment performance, Blueprism positions itself as the governance and planning advisor, leaving investment execution to specialized managers (per firm descriptions and published works).
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Lee H. Hausner
Family Wealth Advisor (affiliated)
Douglas K. Freeman
Estate Planning Specialist (affiliated)
Sector focus
Frequently asked questions
Who runs investment decisions at Blueprism Wealth Management?
Blueprism does not manage investments directly. The firm coordinates a family's existing legal, accounting, and investment advisors under a unified governance plan. Each client retains their own money managers; Blueprism provides oversight and strategic alignment (per the firm's published approach).
How does Blueprism source proprietary deal flow?
Blueprism does not source proprietary investment deals. The firm focuses on family governance, estate planning, and philanthropic strategy rather than direct investing. It does not operate a venture capital or private equity arm.
Is Blueprism structured as a single family office or does it operate more like a venture firm?
Blueprism operates as a multi-family office advisory firm. It serves multiple unrelated families and does not have a single principal benefactor. It functions as a consultant to families, not as an investment firm with pooled capital.
Does Blueprism participate in fund commitments or only direct deals?
Blueprism does not make fund commitments or direct investments. The firm provides governance and planning services but leaves capital deployment to the family's existing asset managers and advisors.
What investment stages does Blueprism typically target?
Blueprism does not target investment stages. The firm's work is pre-investment: it helps families design their investment governance structure, select advisors, and align their portfolio with family values and goals. Execution is delegated.
Where does the underlying wealth come from?
The wealth origin varies by client. Blueprism does not disclose client identities or sources of wealth. The firm's expertise in estate planning and generational transitions suggests it serves families with established, multi-generational wealth across industries.
Does Blueprism maintain philanthropic structures, and how are they separated?
Philanthropy is a core service line. Blueprism helps families design and implement philanthropic strategies, including private foundations, donor-advised funds, and giving vehicles. These structures are legally and financially separate from the family's investment assets, which remain managed by external advisors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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