In The Community
A focus on and dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics.
Articles and Publications
Garth Flint, Beacon Pointe Co-Founder and Institutional Investment Consultant, recently attended the Captive Insurance Company Association (CICA) Conference held in…
Beacon Pointe was an exhibitor at this year’s Watermark Conference for Women in Silicon Valley. Our firm was represented by…
Beacon Pointe’s Institutional Consulting Services Group attended the 2019 Auxiliary Organizations Association (AOA) Conference for the sixth year in a row. Beacon…
Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…
Sure, wealthy families engage in complex estate planning techniques to minimize estate tax, but they don’t overlook simple opportunities. Here are two popular and simple techniques to reduce your estate and some important pitfalls to avoid…