NAVIGATE YOUR FAMILY WEALTH
Live your life with purpose through clarity of where you’re going
Light the Way for Multiple Generations
Give your successors the gift of confidence with trusted experts beside them.
Protect, Preserve, Grow, and Continue Your Legacy
Beacon is here to guide and protect your ultra-high-net-worth family office.
Complete Clarity for Managing Multi-Generational Wealth
Managing your wealth is complex. So are the family dynamics that come with multi-generational wealth. How are you ensuring that your legacy is meaningful, understood, and respected? Gain the clarity you need to further grow your assets in a responsible manner while educating the rising generation. With Beacon Family Office at Assante Financial Management Ltd., find the confidence your whole family needs to continue living the life your deeper purpose has built.
SPOTLIGHTING RISK
Identify risk to proactively reduce it. Ensure that you safeguard your future and the next generation’s by shining a light on the blind spots where your wealth is currently - and potentially- vulnerable.
FAMILY OFFICE FOCUS
For families with ultra-high-net-worth, our team of dedicated specialists removes the complexity of wealth, so you can focus on enjoying life with your family.
GUIDING INHERITORS
Your legacy is one you are proud of. Ensure your inheritors continue your work by equipping them with the proper knowledge, values, and vision to do so confidently.
CUSTOM WEALTH PROFILE
Your vision of how you want to live and be remembered acts as the guide to navigating your family wealth. Utilize Beacon’s expertise to further your vision via a customized wealth management strategy.
What we believe to be true…
- Relationships are core to any and all sucess.
- An integrated, values-based plan creates clarity.
- A proactive approach to risk reduction is where to start.
- Evolution comes from ongoing conversations and education.
- All advice should be guided by your overarching goals, not "sexy investing".
- Our process is a guide to designing customized wealth management solutions.
What we believe creates success…
- Putting your family needs and values at the centre of all decisions.
- Taking the time to educate through open and transparent communication.
- Creating a place for hard conversations to preserve the family unit.
- Seeking to grow our knowledge to continuously improve your experience.
- Proactively supporting the communities that we are proud to live, work, and play in.
Beacon /ˈbēkən/:
Beacon /ˈbēkən/:


Fam·i·ly /ˈfam(ə)lē/:
Who succeeds with Beacon Family Office?
TRUSTED RELATIONSHIPS
You believe in building strong, transparent relationships with experts who can guide you for greater long-term success in your business, your wealth, and your family dynamics.
FUTURE FOCUSED
You’ve built a legacy you’re proud of and have a clear vision for its future. Engaging your inheritors in your vision and generational knowledge will ensure a successful wealth transition so you can enjoy the fruits of your labour in confidence.
COMMUNITY VALUES
Lifting communities around you gives your family a deeper purpose with your wealth. This philanthropic identity is at the core of your family name, your family identity, and your family legacy.
Ready for a conversation?
You are committed to so much more than building financial wealth. You are committed to achieving and expanding your vision with the right support along the way. At Beacon Family Office at Assante Financial Management Ltd., we are committed to getting you there.