Tina Lovejoy

Tina Lovejoy

Family Legacy Advisor
Alpharetta, GA
tina.lovejoy@bluetrust.com
(770) 280-6153

Tina Lovejoy is a family legacy advisor serving in the Family Office division of Blue Trust.

In her role, Tina serves as a trusted liaison for Blue Trust, client families, and the client service teams within the Family Office division. She fosters trust and credibility within family relationships across generations while developing and implementing the firm’s family legacy services. Tina also provides guidance to help families establish goals, values, and plans for transferring wealth to future generations while facilitating collaboration across various areas, including family systems, operational governance, and philanthropy.

Before joining the Family Office division of Blue Trust, Tina facilitated sessions and workshops for over 1,500 high-net-worth clients on the relational dynamics of wealth transfer. She began her facilitation career at an estate planning law firm where she worked closely with families nationwide to have productive estate planning conversations and clarify their trust purpose. She then founded her consulting business to continue working with families and closely held businesses. Tina has also consulted for advisory firms around the country on client facilitation, family dynamics, next-gen development, succession, and family governance. Before her role as a facilitator, Tina studied vocal performance in Boston, San Francisco, and Rome, Italy, before embarking on a career as an operatic soprano. She draws on her background to help clients clarify their mission, vision, values, and roles utilizing a language lens.

Active in her community, Tina attends her local church and a weekly Bible study. She enjoys hiking, skiing, and reading about personal growth.

Tina resides in Salt Lake City, Utah.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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