BluePointe Capital Management offers family office services to our clients with assets of $25 million or more who wish to keep their assets with brokerage firms, but need an independent and objective advisor to review ideas and provide consolidated reporting.
Comprehensive Asset Allocation and Investment Management Solutions
- Advice, due diligence and ongoing monitoring on a variety of traditional and alternative assets classes, including private equity, hedge funds, real estate and collectibles
Operational
- Consolidated reporting among all assets
- Web access
Asset Protection and Transfer
- Coordination of trust and estate advisors
- Protection against creditors
- Insurance
Family Governance and Philanthropy
- Investment policy and governance
- Legacy and succession planning
- Next-generation training
- Social impact and philanthropy
Learn more about our family office services.