A family office is not for every family of high net worth. It’s for those families of ultra-high-net-worth. Those families who believe in their responsibility to proactively and positively contribute to the community around them. Families whose reputations are typically founded on values of fairness, education, stewardship, and philanthropy.
Within the family office, there is a unique structure for wealth preservation, primarily financial and investment strategy, business planning, family governance and education, and philanthropic endeavours. Each aspect requires niche expertise to successfully guide the transition of wealth from one generation to the next. Through our independent, objective advisory team, families successfully navigate the interpersonal, emotional, and educational complexities that present themselves when ultra-high net worth is involved.
A framework that allows for open communication is where we start with family office clients. This governance structure is designed around your family vision and the legacy you’re looking to continue. Within this framework, a coordinated and collaborative approach to wealth management allows each generation to have a voice at the table, so each generation can succeed.
By designing a clear continuity plan, your family is able to:
With Beacon Family Office, all aspects of your capital—human, financial, intellectual, spiritual, and social—are considered. We develop a bespoke program for you once we have a deeper understanding of where your family needs support and advice. Here, we provide education with our global office and trusted advisors in:
At the core of all our family offices is a desire to prepare the next generation so everyone is confident and ready to be a successful wealth creator, committed to the greater family purpose.
Set up your generational legacy for success