Helping investors's plan, coordinate, and execute on the complex facets of private investments and wealth management is our commitment and focus
• Family Education
• Family Meetings
• Family Communication
• Legacy Planning
• Consolidated Reporting
• Tax Planning
• Cash Flow Analysis
• Expense Management
• Bill Pay
• Accounting Coordination
• Mortgage Financing Coordination (*) some services are outsourced and
others can be coordinated
Wealth and Investments Solutions
• Private Investments
• Wealth Solutions Coordination
• Venture Capital
• Capital Raising and Structuring
• Private Equity
• Startups Investments
• Estate Planning
• Foundations and Philanthropy
• Debt Structuring
• Hedging Strategies
• Capital Market Products
• Risk Management
• Risk Assessment
• Asset Protection
Solutions Focused Execution Driven
BlackStreet Management is all about producing strong, sustainable, cost-efficient solutions from the highest level of thought leadership to the smallest detail.
We keep up-to-date on the intricacies of the financial world while coordinating your family goals, estate plans, income tax preparations, insurance needs, business interests, investments, and day-to-day issues.
Collaborating with your advisors, we bring everyone together to share and achieve best ideas and implementations of clients's plans.
This comprehensive, solutions-focused oversight and execution plays a crucial role in helping families effectively navigate life’s challenges.
BlackStreet Management not only helps private investors and Family Offices to coordinate sophisticated wealth management plans, we make sure they’re implemented effectively with maximum efficiency.
As an integral part of your team and personal CFO or Co-CFO, you can rely on us to proactively coordinate the many facets of your financial world, giving you peace of mind.
By keeping you fully informed-the way you need it delivered-your family wil lbe confident in the knowledge that Blackstreet Management understands your world and is attending to the details.
Education & Governance
With decades of experience, an independent and objective perspective, and a deep technical bench with CPAs, JDs, CFPs, MBAs, PhD’s and MAs, BlackStreet Management takes the long-view approach. Commonly working with two to four generations, we lead families throughthe challenging process of transferring wealth and wisdom. Along with engaging younger members in productive financial discussions, we help families define their unique purpose, mission and values.
Building tomorrow’s family leadership begins with involving future generations today. Through regular family meetings, we connect and engage younger members in fun, meaningful, educational activities. This long-road process not only brings families together, making them stronger and more prepared, it sparks an openended journey of learning, growing, and planning together.
At BlackStreet Management, we firmly believe empowering intelligent decision-making is the corner stone to family success. And it all starts with wealth education. Through a basic understanding of financial concepts applied to individual circumstances, we provide practical skills development for each family member, from the youngest to the oldest generation, on the workings of the financial world.
In a comfortable and supportive environment, BlackStreet Management offers:
• Age-based educational programs, boot camps, classes, study
• One-on-one discussions, mentoring
• Individual preparation before regular and family meetings
• Family meetings that are intentional, fun, open, and
As philanthropic thought leaders, we’re actively involved in helping our clients strategize, implement, and achieve their charitable goals. From multigenerational private foundations to families just kick-starting their philanthropic endeavors, we help plan the time and wealth you share with others so they are well invested-with measurable results.