Fusion Family Wealth

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Fusion Family Wealth Overview

Type
Multi Family Office
Year Founded

General Information

Fusion Family Wealth is a multi-family office headquartered in Woodbury, United States. Founded in 2013 by wealth advisor Jonathan Blau after departing UBS, the firm provides integrated wealth planning and behavioral investment counseling to high-net-worth families, professional service firms, and institutional clients. Its fiduciary, open-architecture platform combines investment management, retirement plan administration, and holistic financial education, aligning advice with clients’ long-term objectives while maintaining fee transparency and strict conflict-of-interest safeguards.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
11724, Woodbury, New York, US, 88 Froehlich Farm Blvd, Suite 401

Portfolio & Notable Allocations

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