Wealth Retention Strategy & Planning
We blend market insights with cutting-edge strategies in efforts to ensure your wealth is preserved for generations.
Volatility Protection
We don't just rely on traditional asset classes within public markets. Instead, we explore innovative strategies that incorporate uncorrelated assets, including private market opportunities. Actively constructing robust and diverse portfolios, this approach helps smooth out portfolio volatility. Through continuous monitoring of market trends and proactive adjustments to your portfolio we strive to generate consistent returns and protect your capital.
Reporting and Account Management
Beyond standard account management, we provide comprehensive services including consolidated reporting across your various asset classes and in-depth analysis of investment performance. This provides a clear picture of your financial health and allows us to optimize your portfolio and identify new opportunities for wealth growth. We also create custom reports to address specific goals, such as wealth transfer planning or philanthropic initiatives.
Insurance-Backed Protection
We understand the critical role insurance plays in your financial well-being. That's why we partner with leading insurance providers to develop a comprehensive protection plan designed to protect your specific business and family asset needs. With these solutions in place, our goal is that you will rest easy knowing your future is secured against unforeseen circumstances.
Our Expertise Includes
- Risk tolerance analysis
- Portfolio diversification and customization
- Personal security monitoring
- Frequent portfolio review and rebalancing
- Incident recovery management
How We Can Help
As part of the Broadstreet family, Broadstreet Family Office has the resources and expertise you need to protect all of your assets and investments.
Advanced risk-management strategy
Planning for short-term and long-term protection
Expert guidance tailored to your needs
An array of powerful insurance products
