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Family Office Solutions

Concierge solutions designed to support wealth for generations.
Significant wealth is built through hard work, dedication, and accomplishment, and our role is to help wealth endure for decades to come.
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Your Family’s Journey

We Prioritize Your Financial Prosperity.

At Beacon Pointe, we have a long 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 by creating a personalized family office experience tailored 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 and 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 and 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 and 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 and Education

  • Family Mission, Vision, and Values
  • Family Education
  • Family Literacy
  • Family Meeting Planning
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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.”

Important Disclosure: This testimonial was provided by a current client of Beacon Pointe who was not compensated. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. View Testimonials

Refined resources for sophisticated needs

Defining Qualities

Realize the 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 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.

Important Disclosure: Past performance is not an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Beacon Pointe does not provide legal or tax services. Please consult with a tax, legal, or financial professional before implementing any investment strategy.