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.
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.
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.
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.