Charles Ainsworth
Risk oversight and coordination of external advisers.
Blue Lion Family Office
Blue Lion Private Office
Investment may grow wealth; structure is what preserves it. Through the family balance sheet, governance discipline and intergenerational records, Blue Lion helps families of substantial wealth build a private wealth framework designed to endure.
Institutional Profile
Beginning with records, structure and trust
Blue Lion Family Office serves private families whose affairs require long-term governance, cross-border coordination and thoughtful succession planning. Rather than a product platform, it provides an integrated framework through which assets, obligations, control, tax, succession and external advisers can be considered as a whole.
What we focus on is whether the family has clear enough documents, decision-making sequences and responsibility boundaries between different markets, different legal entities and different generations.
Two Centuries of Stewardship
Explore our two-century heritage
Two centuries of institutional evolution
From a private counting room and estate accounting to trust coordination and the Hong Kong office, Blue Lion has remained focused on one purpose: bringing order, continuity and accountability to family affairs that demand absolute discretion and cannot be left to chance.
1826Private Counting RoomThe starting point of private accounting and family records.
1924Trust CoordinationInstitutionalize trust, estate and inheritance coordination.
1979Private Office ModernisationModern private office model taking shape.
2026Asia PresenceHong Kong Asia office opened.
Service Architecture
Advisory Framework
With the Family Balance Sheet as the core, Blue Lion puts family assets, responsibilities, governance, advisors and sensitive matters into the same sustainably updated structure.
01
Explore the full advisory framework
Family Balance Sheet Review
Bring personal holdings, companies, trusts, insurance, investments and liabilities into one coherent family view.
Learn more 02Cross-Border Structure and Documentation Review
Review holding structures, banking records, ownership chains and ultimate control.
Learn more 03Succession and Red File Planning
Establish actionable response frameworks for extreme events, succession arrangements and sensitive matters.
Learn more 04External Adviser Coordination
Coordinate lawyers, tax advisers, banks, trustees and investment managers within a documented annual review.
Learn more
Hong Kong and DWTB
Hong Kong Office
The Hong Kong office supports Asian business families with local execution, orderly documentation, corporate governance and cross-border structural review. Its foundation is not product distribution, but durable local knowledge and long-standing client relationships.
Principal Figures
Principal Figures
Systems are built by people, and credibility is passed on from generation to generation of partners.
Julian Vale
Institutional continuity and family governance.
Thomas Ashcombe
Founder of the private stewardship and family archive tradition.
Research & Insights
Research & Insights
Research on global macro conditions, family governance, cross-border structures and long-term asset allocation, framed for complex family decisions.
Research archive in preparation
Blue Lion publishes selected work on macro conditions, family governance and cross-border structures.
Contact
A new file begins
To establish a long-term record for family assets, cross-border structures, succession arrangements or Hong Kong documentation, please contact Client Services to arrange a confidential introductory conversation.
Arrange a confidential introductory meeting