Family Governance

 

• Family Education

• Family Meetings

• Family Communication

• Leadership

• Legacy Planning

 

Accounting

• Consolidated Reporting

• Tax Planning

• Budgeting

• Cash Flow Analysis

• Modeling

• Expense Management

• Bill Pay

• Accounting Coordination

Administrative

• Concierge

• Mortgage Financing Coordination       (*) some services are outsourced and

                                                                      others can be coordinated

Helping investors's plan, coordinate, and execute on the complex facets of wealth management is our commitment and focus

Limited Number of Client Engagements

Our deeply held belief is that each client is unique. To understand each client’s needs requires substantial energy and time spent learning and understanding each client including their specific goals, balance sheets, risk appetites, liquidity needs and special projects. Because we believe it is impossible to serve and implement custom solutions with integrity to large numbers of clients, our goal is to serve only a limited number of high net worth investors. 

 

Open Architecture

 

We choose from what we believe are the best managers, vendors, platforms and solutions for our clients. This open architecture integrates components such as asset managers, private banks, custodians, execution agents and leverage providers. The selection of these vendors is centered on the needs and preferences of the client. For example, managers are selected on the basis of their contribution to a client’s portfolio and goals, not on their willingness to pay commissions or finder’s fees.

 

Services (*)

Wealth and Investments Solutions

• Private Investments 

• Wealth Solutions Coordination

• Venture Capital

• Capital Raising and Structuring

• Private Equity

• Startups Investments

• Estate Planning

• Foundations and Philanthropy

Corporate Finance

• Debt Structuring

• M&A

• 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 families 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 BR Trust Investments 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, camps, classes, study

  groups

• One-on-one discussions, mentoring

• Individual preparation before regular and family meetings

• Family meetings that are intentional, fun, open, and

  instructive