Multi-generational Life and Legacy Planning
Ask any client to define wealth, and nine times out of ten they will describe wealth as far more than money or their portfolio, but also their time, talents and experiences built up throughout life. Through our allWEALTH® process, we help clients use all of their wealth to live a great life and create a legacy worth leaving behind.
Defining Family Missions
Coordinating Investment Plans
Lasting Impact Initiatives
“Wealth is the ability to fully experience life.” – Henry David Thoreau
Life and legacy goals, including multi-generational wealth planning, are very important to many of our clients and usually what drives the investment portfolio setup. We can assist you with investment strategy execution and the construction of a financial plan that ensures your retirement needs are met while taking into consideration your desire to help and protect the loved ones around you.
Our allWEALTH® process allows our advisors to go beyond the macro goals of planning and investing for the financial security of our clients and their families. We take a look at the entire picture from planning to cover healthcare costs, to addressing life-enhancing micro-goals that might divert resources to improve family relationships or allow for more time to use gifts and talents to improve the lives of loved ones or causes close to heart.
Quick, Actionable Resources to Incorporate Children into Family Financial Conversations
WAI News & Events
Credit card bills, bank statements, warranties, mortgage documents, it all piles up. If you are like most people, you generally don’t get around to cleaning out your home office because there’s no deadline that forces you to get it done and you have some questions about what to keep, toss and shred. Why not get this nagging chore off your list by carving out 15 minutes a day for a week? We think you’ll feel really good about your tidy home office!
Beacon Pointe opened its doors in March 2002 with zero offices and zero assets under management. Fast forward twenty years to March 2022, Beacon Pointe now has 35 offices and more than $25 billion in assets under management with a nationwide team of more than 350 professional members and 10,000+ clients.
Did you know that studies have shown a diverse management team correlates with higher profitability? One study showed that executive teams that were highly gender-diverse were 21% more likely to outperform on profitability. In addition, companies that are in the top quartile for gender diversity on executive boards are 27% more likely to have superior value creation. Finally, gender diversity is also key to boosting workplace performance.
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We are here to be a trusted resource for you. Please email us if our advisory team can be of service to you and your family.