VC/PE Professionals

There’s often a fine line between professional and personal finances for those in the venture capital and private equity fields.

BluePointe Capital Management understands the nuances of balancing personal finances and a career in VC and PE. We curate a wealth management approach that’s as unique as the companies in your portfolio. Our offerings include:

  • QSBS strategies and planning
  • Estate planning
  • Streamlined and tax-efficient
  • Charitable giving strategies