Beacon Family Offices Resources

Wealth Management Insights for Deeper Conversations

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

Strategic Exits: Crafting Your Business Farewell

Visionary business owners who’ve masterfully built their enterprises often overlook a critical element of long-term wealth planning: strategizing their eventual transition out of the company. This oversight can significantly impact the legacy and abundance they’ve worked tirelessly to create. Exit planning is a critical aspect of business ownership that is commonly overlooked until it’s too late. Neglecting your exit strategy

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October 22, 2024
Understanding the Tax Implications of Family Gifts and Loans

Impactful Giving: Elevating UHNW Families & Their Philanthropic Goals

Affluent families possess a unique opportunity to shape society’s future through their philanthropic goals and endeavours. The ability to deploy significant funds towards causes you care about is a powerful tool for change. However, the landscape of philanthropy is shifting. Gone are the days when simply writing a check to a favourite charity was enough. Today’s philanthropists are expected to

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October 8, 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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