Wealth & insurance
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Understanding Alternative Asset Classes
We help you explore the role of alternative strategies, including categories like private equity, private credit, real estate, and infrastructure. We focus on what they are, how they typically work, and where they may or may not fit in a plan.
Diversification Considerations
We provide general guidance on how alternatives can change portfolio diversification and exposure. We discuss trade-offs, including liquidity, time horizon, and how alternatives may interact with traditional holdings.
Private-Market Due Diligence Framework
We outline key principles used to evaluate private-market opportunities, including structure, fees, governance, and underlying risk drivers. The goal is a clear framework for questions to ask before making a commitment.
Long-Term Planning Conversations
We discuss how alternative investments may interact with long-term goals like retirement income, wealth transfer, and legacy planning. We keep the conversation practical and anchored to your broader financial plan.
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