Wealth Management is Complex.
We Make it Easy. We do it All for You.
we manage all aspects of your finances
for one all-inclusive performance fee.
At BlackPlum, we manage your entire financial ecosystem and bring it in to alignment with your family values and life aspirations.
BlackPlum partners with families to provide all of the financial services they need under one roof, including traditional and alternative investments, conventional and specialty financing, tax planning and preparation, and private banking. Our experienced wealth managers and innovative digital solutions aim to deliver an authentic high-touch, high-tech experience.
What is a Family Office?
Family offices are private wealth management advisory firms that serve high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.
Providing the advice and services for wealthy families under a comprehensive wealth management plan is far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines to provide the scale of planning, advice and resources needed.
“Plans fail for lack of counsel, but with many advisers they succeed.”
– Proverbs 15:22 (NIV)