ABOUT US
The Principals of Blackstone Family Offices have a combined 70+ years in senior business and financial services roles focusing on businesses and individuals alike. Blackstone Family Offices combines unique talents that provide a wide range of experiences and expertise that allows us to provide services & guidance for any situation a business owner or individual may encounter.
Blackstone operates as a Virtual Family Office (VFO), which provides it's clients access to a world-class team of nationally recognized independent tax strategists, wealth planners, financial & transactional specialists, business consultants and professional subject matter experts on an as-needed basis. Through the VFO, Blackstone can provide a team of experts that is specifically tailored for the client’s needs on a cost-effective basis.
Contact us to find out more.
OUR SERVICES
BUSINESS
One size does not fit all when it comes to providing our clients with business planning and strategic solutions. We focus on profitability, growth, expense and tax mitigation, risk management, succession planning and owner/executive benefits.
We are independently owned and operated by our founding principals. This allows us the flexibility to provide objective solutions for our clients. We work with our clients’ attorneys, CPAs or other advisors to contribute to a holistic and comprehensive financial picture. As needed, we can recommend advisors in various capacities who meet our standards for excellence.
Whether you operate in one state, one country or around the world, Blackstone Family Offices can help you minimize the cost of risk and maximize the bottom line so you can focus on what you do best - growing your business.
INDIVIDUALS
At Blackstone Family Offices we encompass every aspect of you, such as your family, business, and personal goals into your financial strategy. We focus on stabilization, wealth accumulation & growth and retirement/estate planning that allows individuals to have the peace, freedom & big impact on the lives of the people and causes we love that only true financial freedom can deliver.
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We recognize that each client and their family circumstances are unique, and require a customized investment and wealth management strategy. Our practice is built on our expertise in four areas: Wealth Management, Retirement Planning, Personal Insurance, and helping our clients prepare for expected and unexpected life events.