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Fusion Family Wealth
Jonathan Blau established Fusion Family Wealth in 2013 following his departure from UBS. The firm provides wealth planning and investment services from its...
Fusion Family Wealth
Jonathan Blau established Fusion Family Wealth in 2013 following his departure from UBS. The firm provides wealth planning and investment services from its Woodbury, New York base. Blau's father, Harvey Blau, previously served as CEO of Griffon Corporation. The firm delivers investment management, retirement plan administration, and financial education through a fiduciary model. It maintains an open-architecture approach that avoids proprietary products. Geographic focus remains limited to North America. Strategic minority investment from Merchant Investment Management and initial platform support from Dynasty Financial Partners shaped its independent structure. The firm reports $1.4 billion in assets under management. It holds membership in the Forbes Top 250 RIA Firms and Barron's Top Independent Advisors lists. Jonathan Blau also participates in the Middle Market Alliance of Long Island. The Blau Family Foundation operates as a separate philanthropic vehicle.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Woodbury
Corporate office
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797
Principals
Jonathan Blau
Founder and CEO
Frequently asked questions
Who runs investment decisions at Fusion Family Wealth?
Jonathan Blau serves as Founder and CEO and oversees investment decisions. The firm follows a fiduciary model with open-architecture implementation.
How is Fusion Family Wealth structured relative to traditional single-family offices?
It operates as a multi-family office serving multiple high-net-worth families and institutions rather than a single family. Merchant Investment Management holds a strategic minority stake.
Where does the underlying wealth originate for Fusion Family Wealth clients?
Clients include high-net-worth families, professional service firms, and institutional entities. No single family wealth source is publicly tied to the firm's own capital base.
Does Fusion Family Wealth participate in fund commitments or focus on direct investments?
The firm provides integrated wealth planning and investment management through an open-architecture platform. Specific fund or direct deal activity is not publicly detailed.
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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