Daniel Mesa, CFP ®

Cross-Border Wealth Planner & Global Investment Strategist for Internationally Connected Families

My academic background reflects a genuine curiosity about the world. I hold a Bachelor's degree in Chinese and Government from Hamilton College and a Certificate in Financial Planning from NYU School of Professional Studies; a foundation that shaped how I think about the intersection of culture, policy, and wealth across borders.

I work with globally connected families who need more than standard financial planning. The clients I serve don't fit neatly into a single jurisdiction, and their financial lives shouldn't be treated as if they do. At BlackPoint Capital Partners, we bring together cross-border expertise, investment management, direct indexing, tax strategy, and estate planning coordination, helping clients navigate everything from differing tax regimes and foreign investment structures to jurisdiction-specific planning issues that many advisors simply aren't equipped to handle.

About BlackPoint Capital Partners

BlackPoint Capital Partners was founded to serve clients with complex, internationally connected lives who need advice that is coordinated, thoughtful, and built around the full picture. Our boutique, fiduciary approach integrates investment management, direct indexing, tax strategy, estate planning coordination, and cross-border expertise. Treating these not as separate services, but as interconnected pieces of a single, coherent plan.

Where many firms address international complexity in isolation, we work across all of it together, and in close coordination with our clients' CPAs and attorneys to ensure nothing falls through the cracks.