Integrated Wealth Management Approach
Manage your wealth with a holistic approach
Your wealth goals deserve non-judgemental guidance to integrate your vision, values, and legacy goals. This is why Beacon Family Office at Assante Financial Management Ltd. 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:
How do we do this?
By first understanding who you are, 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 management activities
- Business growth, succession and exit planning
- Reducing risk to preserve and protect your current wealth
- Identifying tax strategy and management 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, ensuring your plan stays on course.