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Business Succession Planning, Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Employer Group Benefits, Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, ESG Risk Management, Impact Investing
Black Pearl wealth Management’s planning and investing based services, administrative services and philanthropic expertise provide comprehensive support to investors, eliminating the mundane burdens of running the day-to-day activities while maintaining all the control of the financial goals and purpose. We help refine mission, sharpen strategy, and deepen family engagement.
Black Pearl wealth Management puts powerful investment and wealth management tools in the hands of today’s family financial executive officers and financial officers.
Black Pearl wealth Management provides comprehensive financial and investment services for clients’ personal and philanthropic wealth and assets for families with $5 million or more in investable assets.
The company’s purpose-built investment and administrative support services for both family assets and those family choose to gift to philanthropy provide comprehensive support to clients, eliminating the mundane burdens of running day to day family finances while helping to refine mission, sharpen strategy, and deepen family engagement across generations.
The result: efficient management of family assets and greater alignment with family needs and purpose.