Manifest your dreams, cultivate wealth for generations to come, and protect your most precious assets.
The Importance of Preservation for Longevity
Significant wealth is built by hard work, dedication, and accomplishment, and our role is to help ensure that your wealth will last you and your family for generations to come. At Beacon Pointe, we have a long and well-established history of working with ultra-high-net-worth families, providing an elevated service experience that the sophistication of these assets, family governance, and business dynamics require. We aspire to serve as an extension of your family and our commitment goes beyond conventional financial management to create a personalized family office experience tailored exclusively to you and your family’s needs.
Your Family’s Ongoing Journey
to Financial Prosperity Starts Here.
- Sophiscated Asset Allocation Strategies
- Investment Policy Statement Development
- Manager Selection and Due Diligence
- Access to Private Money Managers & Fee Negotiation
- Portfolio Risk Analysis
- Advice on Assets Held Away
- Alternatives: Provide Access to Hedge Fund, Private Equity, Private Credit and Private Real Estate Strategies
- Values-Based Investing Strategies
- Concentrated Stock Hedging
- Financing Advice
- Debt Management and Monitoring
- Home Mortgage and Refinancing
- Margin and Pledged Asset Lines of Credit
- Insurance Capabilities: Life, Disability, Long-term Care
- Private Placement Life Insurance and Variable Annuities
- Private Banking Facilitation
- Access to Concierge Service Partners (e.g., Travel, Healthcare, Aircraft Leasing)
- Investment Performance Reporting
- Online Client Portal
- Custodian Interaction: Account Opening and Money Movement
- Aggregation of Assets from Multiple Custodians Through Data Feeds
- Private Equity Administration Including Capitals Calls, Distributions and Internal Rate of Calculations
- Estate Planning Assessments
- Wealth Transfer Planning
- Charitable Giving Strategies
- Philanthropic Planning
- Assistance Raising Funds for Payments Due Under Advanced Estate Strategies
- Business Succession Planning
- Family Mission, Vision, and Values
- Family Education
- Family Literacy
- Family Meeting Planning
- Sophiscated Asset Allocation Strategies
- Investment Policy Statement Development
- Manager Selection and Due Diligence
- Access to Private Money Managers & Fee Negotiation
- Portfolio Risk Analysis
- Advice on Assets Held Away
- Alternatives: Provide Access to Hedge Fund, Private Equity, Private Credit and Private Real Estate Strategies
- Values-Based Investing Strategies
- Concentrated Stock Hedging
- Financing Advice
- Debt Management and Monitoring
- Home Mortgage and Refinancing
- Margin and Pledged Asset Lines of Credit
- Insurance Capabilities: Life, Disability, Long-term Care
- Private Placement Life Insurance and Variable Annuities
- Private Banking Facilitation
- Access to Concierge Service Partners (e.g., Travel, Healthcare, Aircraft Leasing)
- Investment Performance Reporting
- Online Client Portal
- Custodian Interaction: Account Opening and Money Movement
- Aggregation of Assets from Multiple Custodians Through Data Feeds
- Private Equity Administration Including Capitals Calls, Distributions and Internal Rate of Calculations
- Estate Planning Assessments
- Wealth Transfer Planning
- Charitable Giving Strategies
- Philanthropic Planning
- Assistance Raising Funds for Payments Due Under Advanced Estate Strategies
- Business Succession Planning
- Family Mission, Vision, and Values
- Family Education
- Family Literacy
- Family Meeting Planning
Our commitment goes beyond conventional financial management, extending to offer you personalized family office services tailored exclusively to you and your family’s needs. Recognizing the enduring importance of family wealth, we understand the vital role that family offices play in the structure and oversight to support your success.
Realize the full possibilities of your family wealth with powerful resources and personal focus.
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