Beacon Family Offices Resources

Wealth Management Insights for Deeper Conversations

The Dark Days: Keeping Your Staff Moving Until Spring

Building Social Capital Across Generations: A Family Enterprise Perspective

Social capital represents the collective value derived from your business relationships and professional networks.  Family enterprise social capital refers to the network of relationships, shared norms, values, and trust that exists within a family business or family enterprise. This type of social capital is unique because it combines the business aspects with familial ties and dynamics, contributing to the success

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January 21, 2025
Family Estate Planning

Succession and Continuity Planning:  Safeguarding the Legacy of Family-Owned Businesses

Family-owned businesses are more than commercial enterprises; they are the embodiment of generations of values, traditions, and purpose. These businesses tell a story of dedication and a shared vision, with a reputation shaped not only by the quality of their offerings but by the family principles at their core. Preserving this legacy requires more than just intention—it demands thoughtful succession

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January 7, 2025

Legacy Planning: Building Family Enterprise Success Beyond Wealth

For many ultra-high-net-worth (UHNW) families, wealth planning often begins with the tangible—investment strategies, tax efficiency, and portfolio management. While these foundations remain vital, experience shows they compose only part of the formula for lasting family enterprise success. The crucial element many overlook? The strength of family bonds and shared values that cement your legacy. Through our work with successful multi-generational

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December 17, 2024

The Entrepreneur’s Encore: A Guide to What’s Next

Your entrepreneurial vision created more than business success—it built a foundation for lasting impact. As your enterprise evolves beyond requiring your daily presence, a new opportunity emerges: transforming business achievement into enduring family wealth and legacy. The strategic mindset that drove your success now opens powerful new pathways: shaping multi-generational wealth, strengthening family governance, and creating impact that transcends traditional

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December 3, 2024

Fortified but Fragile: Balancing Caution and Risk in Generational Wealth

“Shirtsleeves to shirtsleeves in three generations”—this reality challenges many ultra-high-net-worth (UHNW) families, even those who recognise the pattern. While the first generation creates substantial wealth through calculated risks and innovation, subsequent generations often face a unique paradox in wealth preservation. As family wealth grows, so does the natural inclination to protect it. Yet this heightened focus on preservation can overshadow

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November 19, 2024

Maximizing Your Family’s Collective Wisdom: The Untapped Advantage

There’s a common misconception that knowledge sharing across ultra-high-net-worth (UHNW) families is a well-oiled machine. After all, with access to the best education and resources, surely these families have mastered the art of leveraging their collective wisdom. However, reality often falls short of this assumption. Many UHNW families still operate under traditional models of knowledge transfer, focusing primarily on financial

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November 5, 2024

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.
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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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