Wealth & insurance
Alternative Investments
Bluestar offers clients a high-level advisory perspective on alternative investments informed by the experience of our family office. We help individuals understand how private-market opportunities can complement a broader financial plan and provide general guidance on evaluating alternative asset classes.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Understanding alternative asset classes
Alternative investments can add diversification and different return drivers alongside traditional portfolios. We help you understand the role these strategies may play, based on your goals, time horizon, and comfort with complexity.
Family office investment philosophy
Alternative investing is often guided by a clear philosophy around risk, patience, and long-term decision-making. We help you think through a portfolio approach that fits your objectives, not short-term noise.
Private-market evaluation and due diligence
Private-market opportunities require a different evaluation approach than public markets. We help you apply a clear due diligence framework before making commitments that may be long-term and less liquid.
Alternatives within a long-term plan
Alternative investments can affect cash flow, liquidity, and long-term planning assumptions. We help assess how alternatives fit within retirement planning, wealth transfer planning, and your overall financial strategy.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us