We have five values, each reflecting our everyday work and are the fabric of the Beacon Family Office culture
Our team has a broad range of backgrounds and experience
We build family offices with trusted advisors who augment our guidance with complementary services
Providing one point of contact responsible for keeping everyone informed and on the same page
Connecting your family’s identity and values to effectively advise, handle, and connect to your vision for your life
Creating greater peace of mind that your inheritors are successful in carrying the family legacy forward
We streamline wealth to ensure your family is organized and has the information to make decisions and the right team to act
Read all our latest thought leadership content
Listen to Cory Gagnon on the Legacy Builders Podcast
Join Cory Gagnon on the Legacy Builders Live Webcast
Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.
Clients invested in our Private Client Managed Portfolios can access personal account information.
