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Family Office Solutions

Concierge solutions designed to cultivate wealth and preserve it for generations.
Significant wealth is built through hard work, dedication, and accomplishment, and our role is to help ensure your wealth endures for decades to come.
Connect with our Family Office Concierge Team

Your Family’s Journey

Financial Prosperity Starts Here.

At Beacon Pointe, we have a long, well-established history of working with ultra-high-net-worth families, providing an elevated service experience that meets the sophistication of your assets, family governance, and business dynamics. We aspire to serve as an extension of your trusted inner circle, and our commitment goes beyond conventional financial management to create a personalized family office experience tailored exclusively to you and your family’s needs.

Asset Management

  • Sophisticated 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

Life & Legacy Planning

  • Estate Planning Assessments
  • Wealth Transfer Planning
  • Charitable Giving Strategies
  • Comprehensive Tax Planning
  • Assistance Raising Funds for Payments Due Under Advanced Estate Strategies
  • Business Succession Planning

Risk Management

  • Insurance Capabilities: Life, Disability, Long-term Care
  • Private Placement Life Insurance and Variable Annuities

Reporting & Record Keeping

  • 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

Liability Management

  • Financing Advice
  • Debt Management and Monitoring
  • Home Mortgage and Refinancing
  • Margin and Pledged Asset Lines of Credit

Lifestyle Management

  • Private Banking Facilitation
  • Access to Concierge Service Partners (e.g., Travel, Healthcare, Aircraft Leasing)

Family Dynamics & Education

  • Family Mission, Vision, and Values
  • Family Education
  • Family Literacy
  • Family Meeting Planning
Connect with our Family Office Concierge Team Today
family office solutions

“We have been with Beacon Pointe for over 10 years. Due to the white-glove and very personal service provided by the Beacon Pointe team, our portfolio and knowledge have grown significantly. Now that we are retired, the management of our funds and countless other financial matters has been essential and greatly appreciated. From day one to present, we have always had a high degree of trust in the people and services at Beacon Pointe.”

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Refined resources for sophisticated needs

Defining Qualities

Realize the full possibilities of your family wealth with powerful resources and personal focus.

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Access

Access to institutional quality investment strategies and a direct relationship with Beacon Pointe’s Chief Investment Officer.

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Specialization

Specialized planning expertise designed to fulfill your life and legacy goals, help with family governance, and business planning.

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Planning

Strategic planning focused on tax, gifting, and estate strategies designed to protect and align your wealth with what matters most.

Connect with our Family Office Concierge Team.

We are here to be a partner with you on your wealth journey. Please contact us for a private and complimentary consultation.