Family Office

“Our family began working with Blue Trust 9 years ago. We were a medium-sized family-owned and operated healthcare company with almost no free time to plan or think about the future or our purpose. Blue Trust met with us monthly to help us learn how to be a family that puts God and family first and then our company second.”

– Stephanie Chen
Chief Purpose Officer at Chen Med, Board Member

Come to Me, all who are weary and burdened, and I will give you rest.

Matthew 11:28

$30B

Assets Under Advisement

$1.36B

Assets Under Management

Families Served
(Net Worth >$50M)

435

Beating Hearts Served

Team Members

Advanced Designations

2012

Family Office Established

3 Offices

Coast to Coast Coverage

Which best describes you?

Wealth Creator

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Wealth Inheritor

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Next Generation

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Wealth Creator (1st Gen)

You’re a trailblazer who’s forged a path for you and your family. You know what it means to persevere…now what?

Questions You May Be Asking:

How do I provide for my family without eroding their work ethic?
Is my family ready for the opportunities I’ve created for them?
How do I ensure my kids still build character?

Wealth Inheritor (2nd Gen)

You saw a previous generation build something from scratch. You know what it takes to create value, but how will you preserve and iterate?

Questions You May Be Asking:

How do I honor what has been built but also build something with my own life?
Is it my destiny to maintain Gen 1’s vision?
How do I ensure my kids still build character?

Next Generation

Your last name is known in town, or you’re aware you have a trust fund. How do you deal with the pressure and step into your destiny?

Questions You May Be Asking:

I don’t need to work for money, so how will I find my purpose and calling?
What’s my role in this family?
Do I want to be part of what has been built?

What is a Family Office?

Currently, there is more liquid wealth present than at any other point in history. This creates a need for:

- Clarity for the wealth
- Alignment for the family

The value of a Family Office is the access to a dedicated team of specialists working to help you with clarity and alignment, so you can have peace of mind.

Building your world for all it’s worth

Think of a Family Office like integrative medicine. You are supported by someone who coordinates with your doctor, your nutritionist, and your trainer to develop a holistic plan to move you towards your health goals across all seasons of life. Our integrated services include:

Our Services
Wealth Management Estate Planning Financial Planning Income Tax Planning Investment Management Investment Advisory Risk Management Asset Protection Planning Business Consulting Private Investment Banking Charitable Planning	Boutique Support Trust & Estate Services Custody Services Bill Pay Private Banking Consolidated Reporting Family Security Tax Coordination/Compliance Concierge Services Special Asset Services Land/Property Management	Family Legacy Family Meetings Values Assessment Mission & Vision Statements Nextgen Engagement Family Storytelling Family Governance Communication Guidelines Family Education Succession Planning Philanthropic Consulting

Our Services

Wealth Management

Estate Planning
Financial Planning
Income Tax Planning
Investment Management
Investment Advisory
Risk Management
Asset Protection Planning
Business Consulting
Private Investment Banking
Charitable Planning

Boutique Support

Trust & Estate Services
Custody Services
Bill Pay
Private Banking
Consolidated Reporting
Family Security
Tax Coordination/Compliance
Concierge Services
Special Asset Services
Land/Property Management

Family Legacy

Family Meetings
Values Assessment
Mission & Vision Statements
Nextgen Engagement
Family Storytelling
Family Governance
Communication Guidelines
Family Education
Succession Planning
Philanthropic Consulting

How Do We Help Your Family?

We believe the complete blueprint of your family’s capital is about more than just money. An intentional planning process helps protect relationships, communicate vision, and steward opportunities.

Our process surrounds your greatest assets:
Your Family, Your Business, Your Philanthropy

Meet the Team

Lead Advisors

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Scott Calhoun, CFP^®, CPA/PFS, CIMA^®, CWS^®

Managing Director

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Skip Perkins, JD, CTFA, CWS^®

Sr. Family Office Advisor

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Era Yoo, MBA, CIMA^®

Sr. Family Office Advisor

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Jim Summers, CFP^®, CPA, CKA^®

Sr. Family Office Advisor

Advisors and Planners

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Christopher Carlson, CFP^®, AEP^®

Chief Fiduciary Officer

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Laurie McRae, JD

Family Office Advisor

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Anehita Chie, CWS^®, CPA

Family Office Advisor

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Tina Lovejoy

Family Legacy Advisor

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Claiborne Haw

Family Legacy Advisor

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Mark Elam, CFA

Sr. Family Office Investment Strategist

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Jonah Johnson, CFP^®

Investment Associate

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Andrew Peipers

Family Office Planning Specialist

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Andrew Cole

Family Office Planning Specialist

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Jessie Bowman

Family Office Planning Specialist

Service Team

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Kim Kampman

Family Office Client Service Manager

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Melanie Allen

Client Service Manager

Get Connected With The Blue Trust Family Office

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 6/30/24 and subject to change.

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Family Office

Come to Me, all who are weary and burdened, and I will give you rest.

Which best describes you?

Wealth Creator

Wealth Inheritor