– President & CEO of a large privately owned company *
Dagsboro, DE
The following are a few examples of how we serve our clients and work with them to help them make the best decisions for their unique financial situation.
For our clients who are business owners, we have expertise in succession planning, buy-side mergers & acquisitions, charitable strategies, and general corporate services, including generational wealth transfer.
We offer a wide range of trust services based on the unique needs of the individual and their heirs including personal trust services and estate administration and settlement services.
We serve each client with a team of people for comprehensive, integrated financial management that saves time, avoids missed opportunities, and creates clarity and confidence around finances. We also help simplify our clients’ lives by coordinating services with their existing specialists through one trusted advisor. Generally our offices operate with a Financial Advisor, Financial Planner, and CSA. Knowing that no two situations are the same, we focus on listening to our clients and asking the right questions. This process allows us to deliver years of wisdom and experience tailored to the individual goals and desires of each client, so clients can be free to invest their lives in what matters most.
Click here to watch a video of Blue Trust advisors talking about their relationships with clients.
Each client team is led by a Private Wealth Advisor with significant experience in coordinating a client’s needs across all of our services and in leading members of a team to serve each client’s unique needs. Your advisor is your primary point of contact. With the depth and breadth of experienced talent at Blue Trust, we are able to integrate many of the services you may need while still giving you the high-touch, small-team approach – all inside the environment of a company deeply rooted in guiding principles.
Your advisor is supported by a Financial Planner and a Client Service Associate. The planner is dedicated to helping the advisor with defining your financial goals, problem solving, and creating comprehensive financial plans. The client service associate handles many of the administrative responsibilities including scheduling meetings and processing paperwork. In addition, your team relies on the expertise of our Investment Strategy and Estate Planning groups and, as needed, those in our Business Consulting Services team.
