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Richter, a Business I Family Office enhances client value creation with firm-wide agreement with Blue J

September 20, 2024
2 Min Read

Richter, a Business I Family Office and Blue J announce the Canada-wide agreement to provide Blue J to its practitioners. This will introduce Blue J into the firm at various levels to enhance the team’s skillset and better serve Richter’s clients.

Blue J, the leading generative AI solution for tax experts developed by Blue J, utilizes generative AI technology in conjunction with an authoritative database of tax materials to deliver quick and precise tax research findings. Richter has adopted Blue J primarily to enhance and expedite tax research and, in turn, provide critical guidance to clients. “We pride ourselves in crafting optimal tax results for businesses and the families behind them. Reliable research findings are at the foundation of those innovative solutions,” states Jenna Schwartz, Partner (Tax) at Richter. “Blue J has become our research reflex as it is incredibly user-friendly, and dependable. It is a next generation tool that allows us to fulfill our promise of providing the best service we can.”

On adopting the tool, Jenna continued: “our firm and our people have adapted and evolved in an ever-changing environment to go beyond our clients’ needs and expectations. Adopting Ask Blue J into our processes will help Richter be a leader in responsibly embracing emerging technology.”

Mat Armstrong, Director of Customer Success at Blue J, highlights the impact of this collaboration: “We’ve had a relationship with Richter for years, providing tax research software to deliver excellent results for practitioners. This expansion to incorporate our latest generative AI solution underscores Richter’s commitment to innovation and excellent client service.”

About Richter

Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada's most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter's 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US. 

About Blue J

Blue J is the leader in AI-powered tax law research, dedicated to empowering tax experts with groundbreaking insights and efficiency. Founded in 2015, Blue J has rapidly become a trusted partner to tax experts worldwide, pushing the boundaries of what’s possible in tax research and advisory services.

For media inquiries or further information, please contact:

Blue J Media Relations

Email: pr@bluejlegal.com

For further information:
Laura Sweet | VP, Marketing at Blue J
media@bluej.com

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