Beacon Family Office

Don't miss our latest Legacy Builders podcast featuring Daphne McGuffin, Founder of D3 Learning Solutions and pioneering Family Business Facilitator! In our upcoming episode, we'll explore Daphne's remarkable journey and expertise. With over two decades of experience as a Kolbe Certified Consultant and Fellow of the Family Firm Institute (FFI), Daphne offers insights into family enterprise development. Discover how her practical approach to building socio-emotional wealth and navigating the "Line of Confidence" is revolutionizing how families learn and grow together so stay tuned on Friday 7 AM MST! #LegacyBuilders #D3LearningSolutions #ffi #familyfirminstitute #Kolbe

The foundation of enduring family enterprises extends beyond wealth planning and market expertise. Our extensive work with business families reveals a striking pattern: those who excel at building and transferring social capital across generations consistently outperform their peers. In his latest article, our Senior Wealth Advisor Cory Gagnon explores this critical dimension of family enterprise success. Find out how leading families systematically develop professional networks, nurture strategic partnerships, and empower next-generation leaders to build upon decades of established relationships. What unexpected opportunities have emerged from your investments in long-term professional relationship building? Do share your thoughts in the comments below. Full Article: https://lnkd.in/guyFNkzu #FamilyBusinessAdvisor #FamilyDynamics #FamilyLegacy #IntergenerationalPlanning

The relationship between preserving family wealth and nurturing family bonds presents one of wealth management's most fascinating paradoxes. David Lansky's perspective cuts through conventional thinking to reveal something surprisingly counterintuitive. The best path to preserving your family’s legacy isn't necessarily by keeping assets unified at all costs. This isn't your typical wealth preservation playbook. Instead of focusing solely on trusts and succession plans, Lansky explores scenarios that delve into the raw reality of family dynamics: how a $1,000 microscope might create more generational impact than a perpetual trust, or selling a legacy business could actually strengthen family ties vs.  destroy them. Read the full article to discover why traditional wealth management strategies might need rethinking. What unexpected decisions have transformed your family's approach to wealth and relationships? We’d love to hear your insights! Article: https://lnkd.in/gTdRWk32 #FamilyWealth #WealthAndWellbeing #FamilyOffice #FamilyDynamics

Welcome to our first episode of 2025 with our esteemed guest, Bill Brushett, Advisor, Director, and TEC Canada Chair. Tune in as Bill shares transformative approaches to family enterprise transitions, drawing from his four decades of experience guiding business families through their most critical decisions. Discover key insights as Bill reveals the art of creating meaningful post-retirement chapters and building dynamic peer advisory groups. Learn how intentional role design and strategic mentorship can strengthen family enterprises, fostering an environment where both current and emerging leaders find their authentic paths to success. Our new episode is now available on our website and major podcast platforms! Our Podcast: https://lnkd.in/gs7hu9Xc #LegacyBuilders #Leadership #IntergenerationalPlanning #IntergenerationalPlanning

We're excited to welcome Bill Brushett, distinguished Advisor, Director, and TEC Canada Chair in our first Legacy Builders episode of 2025! Starting as a financial leader at Grant Thornton LLP, Bill has spent the last four decades shaping the landscape of family enterprises. After serving as National Clients & Services Partner, he stepped into an even bigger role as President & CEO of Family Enterprise Canada. Armed with his CPA, ICD.D, and FEA designations, Bill now channels his passion into two crucial roles: guiding family enterprise boards and mentoring the next generation of executives as a TEC Canada Chair. In this episode, Cory & Bill will dive deep into the foundations of family enterprise success, exploring how intentional design and emotional connection drive sustainable growth. They'll uncover the importance of peer learning, discuss strategies for developing next-generation leaders, and reveal how meaningful transitions shape lasting legacies beyond retirement. Join us for this compelling conversation on building thriving family enterprises airing this Friday at 7 AM MST. #LegacyBuilders #Leadership #IntergenerationalPlanning #IntergenerationalPlanning

Through decades of guiding family legacies, we've found that the periods between leadership changes or successions shape lasting success for the family enterprise more profoundly than the handovers themselves. —Those strategic years between successions could be your family's most powerful yet underutilized tool for building generational wealth. Our Senior Wealth Advisor, Cory Gagnon delves more into this subject in his latest article on succession & continuity planning strategies for family businesses. From structured mentoring programs to dynamic family engagement, discover practical approaches for transforming these foundation-building years into catalysts for lasting family success. What intentional steps are you taking today to prepare for tomorrow's transitions? Share your perspective below! Full Article: https://lnkd.in/gHx59Mfv #MultiFamilyOffice #FamilyBusinessAdvisor #FamilyDynamics #CEPA

We're fascinated by the surge of private wealth flowing into alternative investments. For family enterprises, this is a potential game-changer in wealth management and growth strategies. What excites us is how this shift towards alternatives could redefine succession planning and risk management for family businesses. The emergence of private credit and innovative investment vehicles opens up new avenues for diversification, but it also presents intriguing challenges for governance and next-gen education. How is your family business responding to this evolving investment landscape? Are alternatives reshaping your wealth preservation strategies or sparking fresh intergenerational dialogues? Share your experiences in the comments below. https://lnkd.in/eB7i4CUi #VirtualFamilyOffice #FamilyLegacy #FamilyWealth #FamilyDynamics

Leading families understand that enduring success extends beyond wealth management - it's rooted in the strength of family relationships. In this article, you’ll explore how successful family enterprises integrate both human and financial capital into their strategic planning, creating resilient foundations for multi-generational prosperity. Learn practical approaches that transform family dynamics into lasting competitive advantages.

This fascinating study from The Wall Street Journal and Barron's offers a revealing glimpse into the changing landscape of wealth management among America's affluent. What caught our attention wasn't just the data but the implications for family offices and generational wealth transfer. The rise of self-directed investing among HNWIs and UHNWIs is particularly intriguing. With nearly half of HNWIs self-managing their portfolios, we're witnessing a potential shift in family wealth governance structures. As you explore the interactive graphs, consider how these trends might influence your family's wealth management and governance approach. Are we seeing the emergence of a new model for family offices, one that emphasizes education and facilitation over direct management? We'd love to hear your thoughts on how these insights might reshape your family's wealth management strategy. Comment down below. Article: https://lnkd.in/gfCuCtWe #FamilyGovernance #FamilyWealth #FamilyDynamics #RisingGeneration

We're thrilled to welcome Torri Hawley, Director of Client Learning Experience at Tamarind Learning, to our Year End Legacy Builders episode! In today's conversation, we explore Cory and Torri's discussion on developing next-generation leaders and the strategic patience needed in family enterprise education. Tune in as we uncover the value of early exposure to business environments, the art of building relationship capital, and how these foundational experiences shape confident wealth inheritors. Discover how seemingly small actions today can create transformative opportunities for tomorrow's family enterprise leaders. Listen now on our website and your go-to podcast platforms. Full Episode: https://lnkd.in/gyAjq5K5 #LegacyBuilders #FamilyWealth #WealthAndWellbeing #RisingGeneration