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Beacon Family Offices Resources

Wealth Management Insights for Deeper Conversations

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
What are You Missing in Your Life?

Empowering the Next Generation for Successful Wealth Transitions

Family wealth preservation can be greatly enhanced by aligning legal wealth transfer structures with the readiness of the next generation. While trusts, tax planning, and governance frameworks provide a strong foundation, facilitating preparedness in future heirs ensures a smooth and successful transition of wealth. The significance of preparing the next generation for successful wealth transfers is described in this article

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February 18, 2025
Using the Longer Days to Build a Better You

Breaking Free from the Mould: A Fresh Perspective for the Rising Generation of Family enterprise stewards

“The first man gets the oyster, the second man gets the shell. Being born into privilege means you get a head start—use it wisely.” – Andrew Carnegie As glamorous as it might sound, the gifts of unlimited possibilities, privilege and freedom carry huge responsibility for next-generation members of wealthy family businesses. Messages like “you can do anything” or “pull up

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February 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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