Blue Ocean Advisors, LLC

blue ocean advisors provides comprehensive personalized wealth management alternatives for high net worth clients with complex situations often involving family held businesses. we take the time to listen to family’s needs and provide independent recommendations you would not get from the big investment houses. our advisors have extensive experience in wealth management, venture capital and mergers & acquisitions. blue ocean advisors provides access to the most sophisticated wealth managers and investment professionals in the industry. blue ocean serves as your gateway to comprehensive array of sophisticated strategies, including access to: • investment management • family office services • defined benefit plan management • banking and lending • concentrated stock management • tax-minimization strategies • venture capital • trust and estate planning services • philanthropy • concierge services • networking events