BlackPoint Capital Partners – Fiduciary Wealth Management for High-Net-Worth Families

Independent, Fiduciary Wealth Management Serving U.S. Families and Globally Connected Clients

BlackPoint Capital Partners is a boutique financial planning firm based in the US, trusted by American families and UK expats alike. As fiduciaries, we offer clear, personalized advice across investments, pensions, estate planning and more, always with your best interests in mind.

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Focused Guidance – Wherever You’re Coming From

US-Connected Individuals & Families

If you’re approaching retirement, changing careers, or simply want a better handle on your financial future, we’ll help you put the right pieces in place – clearly and confidently.

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UK Expats in the US

If you’ve built assets in both the UK and US, we can help you bring everything into focus – from UK pensions and National Insurance to tax planning and cross-border investing.

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Comprehensive, Fee-Based Planning

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Financial Planning

Goal-driven plans that adapt as your life changes, with a clear path to move forward.

Investment & Retirement

401(k)s, IRAs, UK pensions and more – built around your comfort with risk, tax goals, and future needs.

Estate & Tax Strategy

Custom strategies to protect your assets, reduce tax exposure, and support long-term goals across generations and jurisdictions.

Life Insurance & Risk Protection

Clear, thoughtful advice to help you protect what matters – from life insurance to broader risk planning strategies.

CROSS-BORDER WEALTH STRATEGIES

Specialist planning for UK-US assets, pensions, and international investments. We bring structure and clarity to global financial lives.

The team at BlackPoint Capital Partners standing outside their office — *Meet the team behind your financial plan*

A Team That Puts You First

What Makes Us Different

We’re not a big firm with layers of advisors and sales teams. At BlackPoint Capital Partners, you’ll work with a focused team of fiduciary professionals who take the time to understand your story – where you’ve been, what matters to you, and where you want to go.

The team you see here is the team you’ll speak with. We bring experience, cross-border knowledge, and thoughtful guidance to every client conversation.

Whether you’re managing assets in both the UK and US or preparing for retirement, we’ll walk you through your options with clarity and care. As fiduciaries, we’re legally and ethically committed to acting in your best interest.

Practical Guidance for Real-Life Financial Decisions

Questions Our Clients Commonly Ask

Whether you’re planning for retirement, managing wealth across the US and UK, or refining your financial strategy as circumstances change, these are the questions we hear most often. We’re here to provide clear, personalized guidance built on insight, experience, and a commitment to doing what’s right.

Fee based means we are paid for advice, not for selling products. This gives you confidence that our recommendations are based on what is right for you. At BlackPoint, we provide clear, honest guidance with a focus on long term financial success and full transparency about costs.

While you cannot merge them into a single account, we help you coordinate your US and UK retirement assets so they work together. That includes aligning investment strategies, managing currency risk, and planning for tax efficient withdrawals on both sides.

We help you build an estate plan that reflects your values and protects your legacy, while navigating the tax rules that apply across countries. For clients with assets in both the US and UK, we provide strategies to reduce unnecessary tax, simplify complexity, and make sure your wishes are carried out as intended.

It depends on your goals, risk profile, and overall portfolio. We take time to understand your full financial picture and help you invest in a way that fits your long term plan. If you also have UK assets or income, we make sure your IRA strategy aligns with your broader financial situation.

This depends on your future plans, the type of pension you have, and your tax situation. We provide clear, impartial advice to help you decide whether a UK pension transfer is right for you. Our goal is to help you make a confident choice based on your personal needs.

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Planning in Practice

Scenarios We Commonly See

These are examples of financial situations we help clients navigate. Every client’s circumstances are different, and we tailor our advice accordingly.

Planning for Retirement with a Blended Portfolio

A couple in their 50s holds multiple retirement accounts and wants to streamline investments, improve tax efficiency, and ensure income throughout retirement.

Balancing Family Wealth Across Generations

A family with adult children is planning how to pass assets, real estate, and charitable gifts in a way that reduces tax exposure and honors their wishes.

Recently Relocated to the US and Building a Financial Base

An executive who moved from the UK now earns and invests in the US but retains a UK pension. We help them align both systems with clarity and care.

These scenarios are illustrative and do not represent specific clients or outcomes.

Let’s Have a Conversation

We offer a free initial consultation so you can get to know us and ask the questions that matter. If we’re a good fit, we’ll build your plan together. If not, we’ll still point you in the right direction.