Beacon Family Office

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

Join us for the grand finale of Legacy Builders 2024! In this special year-end episode, we're delighted to feature Torri Hawley, Director of Client Learning Experience at Tamarind Learning. We'll explore Torri's unique journey and expertise in our upcoming episode. As a seventh-generation member of a 150-year-old family enterprise and one of Family Business Magazine's 25 Under 35: Next-Gen Members to Watch, she brings deep expertise in family governance and next-generation leadership, backed by advanced certifications from the Family Firm Institute. Torri shares her innovative approaches to educating next-gen wealth inheritors and navigating family wealth conversations. Discover how her experience serving on family office and operating companies' boards, combined with her passion for empowering future leaders, is reshaping the landscape of family enterprise education through patient capital and relationship building. Stay tuned for this insightful conversation on Friday 7 AM MST! #LegacyBuilders #FamilyWealth #WealthAndWellbeing #RisingGeneration

The entrepreneur's journey evolves beyond business success into a quest for broader impact. In this week’s article, 𝙏𝙝𝙚 𝙀𝙣𝙩𝙧𝙚𝙥𝙧𝙚𝙣𝙚𝙪𝙧'𝙨 𝙀𝙣𝙘𝙤𝙧𝙚: 𝘼 𝙂𝙪𝙞𝙙𝙚 𝙩𝙤 𝙒𝙝𝙖𝙩'𝙨 𝙉𝙚𝙭𝙩, our Senior Wealth Advisor, Cory Gagnon delves into the art of crafting your next chapter beyond entrepreneurial success. A few hints at “what’s next” - The skill you’ll use no matter your next step - Looking for impact on a larger societal scale - Shaping legacy on values and mentorship And a few practical strategies to elevate your impact in your entrepreneurial encore. Read the full article here: https://lnkd.in/gGGQNy9s What unexpected avenues have you explored or considered for your post-business journey? #FamilyBusinessAdvisor #FamilyDynamics #GenerationalWealth #WealthPlanning

Ultra-high-net-worth families sometimes leave their full potential untapped. This article explores innovative strategies to harness your family's diverse experiences and insights so you can use this untapped potential to your advantage. Read on to discover how to transform individual expertise into a powerful family resource. 

What if we told you that your company's most valuable asset might not be on the balance sheet? This podcast on intellectual capital from Culture of Convenience could change how you see your business. Hosts Jeff Kahler and Kelly Sundberg explore the often-overlooked aspects of organizational value, challenging conventional wisdom about what makes a company truly competitive. In an easy 21-minute listen, Kahler and Sundberg offer a fresh perspective on approaching human, relational, and structural capital. How do you currently - or plan to - measure and leverage your company's intangible wealth? Share your thoughts in the comments below. Podcast: https://lnkd.in/gGp_AwGv

Join us for our latest episode of Legacy Builders with Cory Gagnon as he welcomes Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG to share his expertise on guiding enterprising families through wealth transitions and business succession. Listen as Cory and Vincent explore the nuanced relationship between inherited wealth and personal identity. They discuss the distinct challenges of managing inherited wealth versus creating it, examining how early conversations and authentic mentorship can shape successful family enterprises. Through practical examples, Vincent reveals strategies for developing individual autonomy within family systems, from embracing constructive failure to building supportive peer networks. Listen now on our website and all major podcast platforms! https://lnkd.in/grTdBhNK #legacybuilders #familylegacy #FEA #familywealth

We're happy to introduce Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at Creaghan McConnell Gould Ltd, to our latest Legacy Builders episode. With a distinguished career advising enterprising families, Vincent helps clients navigate the delicate balance of preserving wealth while strengthening family bonds. As a Family Enterprise Advisor with lived experience in family business, Vincent brings his clients a powerful combination of empathy and expertise. His focus on intentional leadership, emotional intelligence, and multi-generational harmony provides a transformative approach to sustaining family enterprises. Join us as we explore the importance of family legacy planning, emotional wealth, and next-generation empowerment, discovering how mindful leadership and authentic communication can enhance both personal fulfillment and business success. Tune in this Friday at 7 AM MST #legacybuilders #familylegacy #FEA #familywealth