Beacon Family Offices Resources

Wealth Management Insights for Deeper Conversations

Shaping Legacy: Key Competencies for Next-Generation UHNW Family Leaders

The transition of wealth leadership from one generation to the next is a critical process that shapes the future of family legacies. It’s about ensuring the next generation is fully prepared to manage, grow, and responsibly steward the family’s wealth. The complexities involved in the ultra-high-net-worth (UHNW) wealth transition are numerous. They range from understanding intricate financial structures to navigating

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September 10, 2024

The Three Pillars of Successful Family Enterprises

Family businesses are unique, merging personal bonds with professional goals to forge a dynamic mix of strength and complexity. This interesting, unique blend can lead to greater success, but it also presents distinct challenges that require careful navigation. As a wealth steward in a family enterprise, you might wonder: Why do some family businesses flourish through generations while others falter?

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August 27, 2024
4 Advantages of Healthy Relationships

Uniting Legacies: The Art of Merging Two UHNW Families

It’s not an uncommon phenomenon for two ultra-high-net-worth (UHWN) families to merge when there is a union between family members. Driven by a variety of factors, these unions may arise from the desire to consolidate wealth in specific industries, diversify assets across sectors, or tackle larger philanthropic endeavours. In some cases, they are a strategic approach to preserving wealth and

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August 13, 2024
Salary vs. Dividends – Which is Right for You?

Creating Effective Governance in a Family-Owned Business

Family businesses are often a testament to the entrepreneurial spirit, shared values, and commitment to their legacy. Many families take pride in their entrepreneurial heritage, which has guided their success across generations. Given that family members are likely to work together toward the same legacy vision, keeping the business in the family may seem like a natural and easy choice.

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July 30, 2024

Building a Thriving Family Business Through Human Capital

Financial performance and a seamless transfer of leadership between generations are common indicators of success in family businesses. However, a crucial element to this seamless transfer is often overlooked—human capital. Human capital refers to each family member’s physical and mental well-being, as well as their ability to pursue individual happiness and fulfillment. Investing in the members who are the company’s

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July 16, 2024
Time in the Market versus Timing the Market

How Family Offices Are Adapting Their Wealth Strategies Globally

The global economic landscape has undergone significant changes in recent years, bringing with it challenges and opportunities for ultra-high-net-worth (UHNW) family offices seeking to preserve and grow their wealth. They must navigate a complex chain of economic factors, geopolitical risks, and market volatility. In this context, asset allocation has become more critical than ever as family offices strive to build

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July 2, 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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