Integrated Wealth Management Approach
Handle your wealth with a holistic approach
Your wealth goals merit unbiased guidance that integrates your values, vision, and legacy objectives. This is why Beacon Family Office uses a comprehensive, integrated approach to wealth management.
Connect your vision and core values to the family dynamics at play. Together, we design a plan to help navigate the intricacies of family wealth so you can confidently preserve, grow, and transition your legacy to your inheritors. This comes down to one question:
Clarity about who you are and your vision ensures the successful and fully integrated management of your wealth. We commit to being your core financial professionals, coordinating the right experts and advisors where and when needed.
How do we do this?
It begins with knowing yourself, what your goals are, and what you want to do in the future. Without this clarity, an integrated approach isn’t possible. Leaving you, your family, and your wealth vulnerable.
From there, we advise, manage, and coordinate the macro and micro aspects that impact your wealth, including, but not limited to:
- Key financial and investment strategies
- Business growth, succession and exit planning
- Reducing risk to preserve and protect your current wealth
- Identifying tax strategy and investment decisions
- Laying out a clear family governance structure for clarity on inheritor expectations
- Coordinating crucial conversations with family members for estate planning
- Closing the gap between where you are today and where you want to be when you retire
- Navigating the minutiae of capital allocation and ensuring your plan stays on course
Why is integration important?
The last thing you need is to be coordinating the various experts who are the stewards of your and your family’s wealth. Rather, when working with an integrated wealth management approach, you have one point of contact responsible for keeping everyone informed and on the same page. This ensures we’re all working in the same direction of your defined goals and wishes. This removes the silos between the experts, leverages our trusted relationships, and allows you to focus on what matters most to you. This is how we navigate your ongoing success, course correcting as family dynamics change, as markets change, and as your assets change.
HOW IS YOUR WEALTH MANAGEMENT FREEING YOU TO FOCUS ON WHAT MATTERS MOST TO YOU?
What do you want to be remembered for?
What do you want
to be remembered for?
Only you have the answer
to this question.
Share your answer today
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 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
TUNE IN TO OUR LEGACY BUILDERS PODCAST
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.