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NAVIGATE YOUR FAMILY WEALTH
Live your life with purpose through clarity of where you’re going
Learn More
LIGHT THE WAY FOR MULTIPLE GENERATION
Give your successors the gift of confidence with trusted experts beside them.
Learn More
PROTECT, PRESERVE, GROW AND CONTINUE YOUR LEGACY
Beacon is here to guide and protect your ultra-high-net-worth family office.
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NAVIGATE YOUR FAMILY WEALTH

Live your life with purpose through clarity of where you’re going

Learn More

Light the Way
for Multiple Generations

Give your successors the gift of confidence with trusted experts beside them.

Learn More

Protect, Preserve, Grow, and Continue Your Legacy

Beacon is here to guide and protect your ultra-high-net-worth family office.

Learn More

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, 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.

Learn More

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, 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.

Learn More

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.

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/:

a fire or light set up in a high or prominent position to direct away from risk; signal of celebration

Fam·i·ly /ˈfam(ə)lē/:

a group of one or more parents and their children living and operating as a single unit; all generational descendants of a common ancestor.

Beacon /ˈbēkən/:

a fire or light set up in a high or prominent position to direct away from risk; signal of celebration
pexels-zetong-li-9480204
pexels-caleb-oquendo-3038455

Fam·i·ly /ˈfam(ə)lē/:

a group of one or more parents and their children living and operating as a single unit; all generational descendants of a common ancestor.

Beacon /ˈbēkən/:

a fire or light set up in a high or prominent position to direct away from risk; signal of celebration

Fam·i·ly /ˈfam(ə)lē/:

a group of one or more parents and their children living and operating as a single unit; all generational descendants of a common ancestor.

Who succeeds with Beacon Family Office?

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.

TRUSTED
RELATIONSHIP

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.

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.

TRUSTED
RELATIONSHIP

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.

Who succeeds with Beacon Family Office?

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.

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.

Who succeeds with Beacon Family Office?

TRUSTED
RELATIONSHIP

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

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.

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, we are committed to getting you there. 

Let’s get started
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, we are committed to getting you there. 

Let’s get started

Beacon Family Office at
Assante Financial Management Ltd.

Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6

DISCLAIMER

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Assante Financial Management Ltd. is a member of the Canadian Investment Regulatory Organization.
Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
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SUITE 519, 10333 SOUTHPORT ROAD S.W. CALGARY, AB T2W 3X6
Phone: (403) 232-8378
DISCLAIMER
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec)
Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
OUR SOCIAL PLATFORMS
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