Confidential Client Intake
BluePrint (BP) Questionnaire
For the founder — the first generation of the family. Your answers help us map the family, the businesses and the assets before we prepare your Blueprint.
Four sectionsFamily, business, assets, and anything else you want us to know.
In your own timeYou do not have to finish in one sitting.
Nothing is compulsoryLeave anything blank and tell us in person instead.
Where your answers are stored. As you type, your answers are saved in this browser on this device only — close the page, come back to the same link, and they will still be here. Nothing reaches us until you press Submit on the last page.
Working on someone else?
Version 3 · BP: 9 March 2026
Section A
Family Demographic
Who is in the family today — you, your spouse or partner, your children and your grandchildren.
The Founder
This is you.
Spouse or de facto partner
Add one entry for each spouse or de facto partner. If this does not apply, leave it empty.
Race
What is the family's race?
Religion
What is the family's religion?
Children & grandchildren
Add your children in order of age, eldest first. Under each child you can add their children.
Notes
Anything else about the family we should know — step-children, adopted children, family members living abroad, health matters, or anyone not captured above.
Section B
Family Wealth & Business Structure
The businesses the family owns or runs today.
Nature of the family business
Tick everything that applies.
5W1H — the family business
Tell us about the business under these six headings. Answer the ones you can and leave the rest blank.
Points to cover
- Which family members work in the family business(es)?
- At what age did they start?
- How many years have they been working there?
- How are they performing in the business?
- How are their relationships with one another?
- Are there any corporate or director guarantees?
- Are the children interested in the family business(es)?
- Are there any sons-in-law in the family business(es)?
- How many employees are there in the family business(es)?
- Are there any Muslim partner(s) in the family business(es)?
- Is there any nominee(s) in the company? Are they Muslim?
- If listed (PLC or TBK) — what is the market capitalisation?
- Anything else about the business you think we should know.
Section C
Family Assets
What types of assets does the family currently own? Tick all that are relevant, onshore and offshore.
Onshore assets
Assets held in your home jurisdiction.
5W1H — onshore assets
Tell us about the onshore assets under these six headings. Answer the ones you can and leave the rest blank.
Points to cover
- What are the asset types held onshore?
- What is the ratio between illiquid and liquid assets?
- Are the real properties held personally or in companies?
- When did you last write or update your Will, Trust Deed or Power of Attorney covering these assets?
- Is there any proxy holding shares in these assets (if a listed co-owner)?
- Do the children hold any assets on behalf of the family?
- Have you made any distributions to your children? If so, which assets?
- How are the financial investments performing, and when did you last reconcile them?
- Do you have private bankers servicing the family? If so, how many?
- Anything else about these assets you think we should know.
Offshore assets
Assets held outside your home jurisdiction.
5W1H — offshore assets
Tell us about the offshore assets under these six headings. Answer the ones you can and leave the rest blank.
Points to cover
- What are the asset types held offshore?
- What is the ratio between illiquid and liquid assets?
- Are the real properties held personally or in companies?
- When did you last write or update your Will, Trust Deed or Power of Attorney covering these assets?
- Is there any proxy holding shares in these assets (if a listed co-owner)?
- Do the children hold any assets on behalf of the family?
- Have you made any distributions to your children? If so, which assets?
- How are the financial investments performing, and when did you last reconcile them?
- Do you have private bankers servicing the family? If so, how many?
- Anything else about these assets you think we should know.
Section D
Others
What are the pain points / concerns?
Final step
Review & submit
Please read through your answers. You can go back and change anything before you submit.
Received
Thank you
Your questionnaire has been recorded.