Customized solutions designed specifically for you
INDIVIDUAL SERVICES
At Blackstone Family Offices we encompass every aspect of you, such as your family, business, and personal goals into your financial strategy. We help you understand your wealth, and how to preserve, grow it and plan for the future. You are our first priority and that’s why our approach is independent and objective. The wealth management strategy we develop with you will be as unique as you.
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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.
PRIVATE WEALTH MANAGEMENT
Developing and maintaining a strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs. At Blackstone Family Offices, we recognized that each individual is different and will work with you to design a strategy that will help you achieve your vision.
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RETIREMENT PLANNING
It’s never too early or too late to plan for retirement. In fact, a little planning can make a big difference in having a satisfying retirement. We want to help you achieve your financial goals. Together, we can help you develop a personalized retirement plan that will help ensure you'll have enough income to live comfortably when you stop working.
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ESTATE PLANNING
People of all ages and financial situations can benefit from estate planning. Estate planning is not as much about wealth as it is control. Communicate your wishes and be in legal control of your assets and what matters most to you. A properly planned estate strategy gives you control over how to provide for your family, a favorite charity, and your business. Wills and Trusts can communicate your wishes when you are no longer able to do so. At Blackstone Family Offices we want to help guide you to a solution that is best for you.
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PREPARE FOR LIFES UNEXPECTED EVENTS
Life is busy and it is easy to forget about insurance. Blackstone Family Offices will work with you to understand your needs and work to get the appropriate level of insurance from our broad network of nationally recognized carriers. The best way to prepare for the unexpected is to be properly insured and have emergency savings.
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