Services offered
Alternative Investments
Bluestar’s family office has a long history of evaluating private businesses, real estate, and other alternative opportunities. Through our advisory services, we help clients understand how alternative assets may fit into their broader financial or estate plans. We provide general education on the characteristics of private-market investments, discuss considerations such as diversification, liquidity, and long-term planning, and share insights into how our family office approaches due diligence and asset evaluation. This service does not provide investment recommendations, product-specific details, or individualized advice. Instead, our role is to offer a high-level framework to help clients make informed discussions with their licensed financial advisors about whether alternative investments are appropriate for their personal circumstances.
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