Wealth & insurance
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Private-Market Due Diligence Framework
We outline key diligence principles, including structure, fees, governance, and the underlying sources of risk and return. You get a practical set of questions to guide review before committing capital.
Understanding Alternative Asset Classes
We explain how common private-market categories are structured and what risks tend to matter most. This helps you compare opportunities on a like-for-like basis.
Diversification Considerations
We discuss how a private investment may affect portfolio concentration and overall exposure. We also consider liquidity and timing so the investment fits your broader plan.
Coordinating With Professional Advisors
We encourage clients to review investment documents with the appropriate legal and tax advisors where needed. Coordination helps ensure the investment fits within your overall planning context.
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