Please book an appointment with one of the team members and take the opportunity to learn more about our Cross-Border Pensions Service and Holistic Financial Planning process for US/UK Connected individuals (30 mins).

Schedule your appointment today with one of our team members to explore our Investment & Portfolio services in detail. Discover how we can assist you in enhancing your investment strategy.

Thank you for your interest in BlackPoint Capital Partners. This introductory meeting is a chance to meet our team and learn more about our comprehensive approach to wealth management — including investment strategy, estate planning, and risk management. We look forward to understanding your goals and exploring how we can support you.

Quarterly Review Meeting with BlackPoint Capital Partners to review portfolio performance, discuss recent market developments, and update financial goals or planning strategies as needed. Please have any relevant documents or questions ready for discussion.