Mastermind Family Office Powered by B1 Financial
Mastermind Family Office is a wealth management, strategic advisory, and professional services firm serving first-generation (new wealth) and multi-generational (legacy wealth) families, as well as select family offices. Powered by B1 Financial, a registered investment adviser (RIA), the firm delivers an integrated, research-driven approach to financial planning, investment oversight, and tax efficiency, while acting as a centralized resource for complex advisory and consulting needs.
Led by Stuart Brisgel, Financial Advisor and Principal of B One Management LLC, Mastermind Family Office brings more than three decades of experience across finance, investment management, and strategic planning. The firm emphasizes a structured, analytical investment process supported by ongoing research, due diligence, and prudent portfolio design, while providing bespoke services tailored to the distinct needs of emerging and established wealth.
For Generation 1 families, Mastermind Family Office supports the transition from liquidity events to structured wealth management, focusing on capital organization, risk awareness, and long-term planning. For Generation 2 and legacy families, the firm assists with continuity, governance considerations, and coordinated planning across generations.
Beyond investment advisory services, Mastermind Family Office leverages a strong network of elite, independent professionals, including tax specialists, legal advisors, fiduciaries, and industry experts, to help clients address sophisticated financial, tax, estate, and business planning matters.
Investment strategies are developed in alignment with each client’s objectives, risk tolerance, and time horizon. The firm’s research philosophy contributed to the development of the Power One Investment Strategy, applied selectively within appropriate client portfolios. Mastermind Family Office also sponsors the Mastermind Debt Fund, a private investment vehicle structured as a Rule 506(c) offering under Regulation D, available exclusively to verified accredited investors and subject to applicable offering documents and regulatory requirements.
With head offfice operations in Florida and expansion to New Mexico, Mastermind Family Office maintains a high-touch, relationship-focused model designed to support complex, multi-generational client needs.
