Beekman Strategic
Beekman Strategic
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About us


Beekman Strategic is a premier consulting firm based in the United States, dedicated to providing bespoke strategic consulting services to high net-worth and ultra-high net-worth individuals, entrepreneurs, families, and companies. Recognizing that traditional banks and financial institutions often fall short in addressing the unique needs of each client, we offer customized solutions tailored to the specific ambitions and circumstances of each client, whether they are first-generation wealth creators or managing multigenerational family wealth.


At Beekman Strategic we honor the traditional needs for wealth creation and preservation, synchronizing these with cutting-edge solutions. Our goal is to empower our clients through knowledge and innovative strategies, ensuring peace of mind and a clear understanding of their financial decisions.

Consulting Services

Investment Strategy & Oversight

Investment Strategy & Oversight

Investment Strategy & Oversight

Leveraging our global partnerships, we access the best financial services institutions to fit our clients' needs.


  • Asset allocation and portfolio construction
  • Investment sourcing and due diligence
  • Fees negotiation and control
  • Portfolio oversight
  • Alternative investments



  

Family Advisory

Investment Strategy & Oversight

Investment Strategy & Oversight

We build tailored solutions aligned with our clients' ambitions, empowering them with knowledge for confident decision-making.


  • Family governance and succession planning
  • Wealth transfer and asset protection
  • Philanthropic objectives


Private Investments

Investment Strategy & Oversight

Private Investments

We Offer exclusive access to unique investment opportunities, including real estate, operating companies, and alternative assets.


  • Deal sourcing
  • Due diligence
  • Asset management


Financing Needs

Securitization of Private Assets

Private Investments

We specialize in structuring and securing financing solutions tailored to our clients' specific needs. Whether for personal, entrepreneurial, or corporate purposes, we provide comprehensive financial strategies that align with our clients' goals. Our expertise covers a wide range of financing options, ensuring that each solution is customized to meet the unique requirements of the client.

Securitization of Private Assets

Securitization of Private Assets

Securitization of Private Assets

Beekman Strategic offers comprehensive securitization services.


  • Product Structuring: Developing and managing structured products, private equity, private debt, and real estate investments.
  • Transforming real assets into bankable and investable products.

Structure Products

Securitization of Private Assets

Securitization of Private Assets

Beekman Strategic delivers tailored structured product solutions and investment opportunities for private and institutional investors. With over 15 years of expertise in derivatives, we provide innovative tools to manage risk and optimize exposure, built on a foundation of clear risk-reward frameworks for transparency and trust.

Through our partnerships we offer 35 top-tier global issuers, we ensure our clients receive the best pricing and cutting-edge products. Every investment comes with the assurance of our investor-first approach, known as "The Beekman Difference."

Why Choose Beekman Strategic

  •  Client-Centric Approach: Our solutions are uniquely tailored to each client's needs, ambitions, and circumstances.
  • Global Network: Access to a constellation of top-tier partners and service providers worldwide.
  • Expertise: Deep knowledge and experience in managing and growing wealth across generations.
  • Transparency: Clear, informed decision-making processes that empower clients.

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