The Bluestar Advantage
No single person has all the answers
that takes A family
Bluestar specializes in providing holistic solutions to guide clients through complex life transitions.
Within our family of companies, we are uniquely structured to provide a single point of contact that will take the time to understand all aspects of your situation and deliver what is important to you, not to us.
From Our family to yours
A client story
Read below if you want see how Bluestar can do the work of 9 independent advisors with a few members of our team in around half the time.
One of the oldest clients of our law firms was looking to close on a new acquisition.
They needed help with the negotiations, as their deal had been ongoing for nearly a year, and the seller did not want to provide any more extensions. The client also needed assistance to finance the purchase.
The law firm introduced the client to a LinkRP consultant, who negotiated the extensions and the equity financing for the purchase and Richmond Global Wealth’s capital markets division funded a portion of the purchase.
Final legal terms were negotiated by the legal team.
The client’s family was then introduced to Richmond Global Wealth’s tax and estate planning division. In this meeting, it was determined that there were no structures set up to prevent significant future tax liabilities.
Within a few weeks of a second meeting, the clients had received:
A full wealth plan that included a tax efficient structure for the family
An proprietary investment portfolio that provided the regular cash distributions
Corporate finance advice that determined how and when to sell other private assets that would supplement the client’s retirement
Legal paper work that was created by the legal team to facilitate the transactions
Our client and their family doubled their business and had a full tax efficient wealth plan within 6 months of being introduced to Bluestar.
if our client hired other advisors independently, they would have needed
A business consultant to negotiate the deal
An investment bank to structure the financing and raise the funds
An investment advisor
A certified financial planner
A corporate lawyer
A wills & estates lawyer
An insurance advisor
A tax advisor
An accountant
Each advisor would be playing broken telephone, communicating in a confusing back and forth. They would cause delays and frustration to the client. Even having everyone in a meeting together in the first place would take months.
In our case: Bluestar Professional Services handled the entire case under one roof, enabling our clients to quickly change the trajectory of their professional and personal lives. Then our clients carried on with their day.