Tailored Wealth Solutions

At BluPhoenix Advisors, we specialize in crafting personalized strategies for families and entrepreneurs to effectively manage and grow their wealth. Our expertise in trusts, foundations, and corporate structures ensures that your assets are not only protected but also positioned for future growth and generational transfer.

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Empowering Your Legacy

Private Client Services

Tailored Wealth Solutions

At BluPhoenix Advisors, we specialize in creating customized strategies for families and entrepreneurs to effectively structure their assets. Our goal is to help you grow your wealth today while ensuring its preservation for future generations.

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Comprehensive Advisory

Our expert team provides guidance on all aspects of wealth structuring, utilizing trusts, foundations, companies, and funds. We navigate both domestic and international jurisdictions to optimize your asset management.

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Secure Your Future

With a focus on secure and efficient wealth and succession planning, we ensure that your investments are protected and positioned for growth, allowing you to focus on what matters most.

Global Expertise

Our international reach and deep understanding of various jurisdictions empower us to provide you with the best strategies tailored to your unique needs, no matter where you are in the world.

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Wealth Preservation

Tailored Private Client Services

At BluPhoenix Advisors, we understand that every family and entrepreneur has unique financial goals and challenges. Our Private Client Services are meticulously designed to help you structure your assets effectively, ensuring not only the growth of your wealth today but also its preservation for future generations. We specialize in creating customized solutions that incorporate trusts, foundations, companies, and funds, tailored to your specific needs and circumstances. Whether you are looking to manage your assets domestically or navigate the complexities of overseas jurisdictions, our expert team is here to guide you through every step of the process, ensuring secure and efficient wealth and succession planning.

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100+

Years of combined experience in wealth management

500+

Families and entrepreneurs served globally

95%

Client satisfaction rate based on feedback

We bring pride and passion to every project that we undertake, with a professional team of project managers & investment advisors

COMPANY

SERVICES

CAPITAL RAISE as a Service

HNW TAX PLANNING

Contact

BluPhoenix is headquartered in Las Vegas with offices around the worldd.

3960 Howard Hughes Parkway

Las Vegas, NV 89169

501 E Las Olas Blvd, Fort Lauderdale, FL 33301

954 Ave Ponce de Leon, Ste 205

San Juan, PR 00907

Members Service:

166 East Superior St

Chicago, Illinois 60611

Uniter States

(844) 936-O258

Info@BluPhoenixAdvisors.com

BluPhoenix does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by BluPhoenix and may lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that BluPhoenix believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not

rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity.

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