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Beacon Family Offices Resources

Wealth Management Insights for Deeper Conversations

The Learning Champion: Empowering Families of Wealth to Thrive Across Generations

“An investment in knowledge pays the best interest.” ~ Benjamin Franklin Families that sustain wealth across generations share a defining quality. They place as much importance on knowledge and learning as they do on building financial assets. Money alone rarely sustains a family legacy. Instead, the ongoing development of knowledge, skills, and shared purpose creates the foundation for lasting prosperity.

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May 13, 2025

Cultivating the Owner’s Mindset in Next-Generation Family Members

True ownership is fundamentally a felt experience. Consider a young adult who has grown up hearing they will inherit the family farm—a property representing generations of legacy. They may intellectually understand the situation for years, participating in operations and hearing stories of past harvests. Yet, the moment they sign the ownership documents, everything shifts. Suddenly, crop decisions affect family income,

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April 29, 2025

From Fear to Freedom: How Families of Wealth Can Overcome Financial Anxiety

“The greatest wealth is living with less fear, not more money.”   ~ Morgan Housel *(Author of The Psychology of Money) If only financial success could guarantee peace of mind, that would be ideal. Many affluent families, despite their wealth, face complex emotional challenges about preserving assets, preparing future generations, and creating meaningful impact. Transitioning from financial uncertainty to confidence

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April 15, 2025
Telltale Signs You Need to Make a Lifestyle Change

When Wealth Feels Fragile: Understanding the Emotional Side of Financial Security

“Security isn’t in the numbers—it’s in the mindset. If fear drives your finances, no fortune will feel safe.” ~ Carl Richards (Financial planner & author of The Behavior Gap) Despite having significant financial resources and portfolios that could potentially secure generations, several successful families wrestle with a nagging sense of financial insecurity and vulnerability. Simply put, a sense of not

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April 1, 2025

Wealth with Purpose: Building A Legacy That Empowers and Entitles Wisely

“I want to give my kids just enough so that they would feel that they could do anything, but not so much that they would feel like doing nothing.”   ~ Warren Buffett Successful families share a powerful aspiration: to ensure their wealth empowers rather than diminishes the next generation’s drive for achievement. Warren Buffett’s insight cuts straight to the

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March 18, 2025
Creating a Succession Plan that Works

Beyond Wealth: How Personal Fulfillment Drives Family Business Success

“The beauty of a family business is the opportunity to intertwine personal growth with professional success.” – Laura White The success & strength of a family enterprise is measured not just by financial growth but also by the opportunity it provides each member to discover their unique purpose while actively contributing to the shared vision. As families navigate their business

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March 4, 2025

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 Canadian Investment Regulatory Organization.
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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