It takes time, expertise and understanding to organise and preserve private or shared family wealth. Time, taken away from enjoying the rewards of your industry, embarking on new adventures, or simply experiencing a sense of wellbeing.
Beacon Gainer was founded on the idea of saving clients time and money by connecting them to a collective of professional advisors, selected for their understanding, record for outstanding care, and ethics.
By simplifying the complexities of managing money and the life goals it enables, we make life more efficient, enjoyable and, yes, profitable. Our clients benefit from competitive rates and a seamlessly collaborative approach to expert advice and care.
How do we simplify this complex business of organising private wealth? By transforming the process of finding trusted private client advice. We facilitate active collaboration between a group of specialist experts to achieve your specific goals and overcome the most pressing issues affecting families. Our platform connects you to advisors, and manages your aims.
Beacon Gainer was founded in 2015 by Lara Leigh-Wood. With over a decade’s experience in private client advisory, Lara is a skilful, long-term relationship-builder. With personal experience of the delicacies involved in managing wealth and expectations across diverse family members, her discretion and understanding are finely tuned. Lara’s choice of advisors in professional services firms reflects this: we make connections based on personal trust and professional respect.
Together, our partners form a collective of award-winning, non-competing firms from a broad cross-section of sectors, including but not limited to law, banking, financial planning, security, insurance, investment and family governance. Each advisor is known by Lara and chosen for their ability to be not only highly professional but also deeply personable.
Beyond expertise and experience, we place great value on a partner firm’s values, as well as their track record in working with businesses that are mindful of social impact and good governance. Clients value this too.
Financial peace of mind is not only preserving private wealth. It is also identifying, focusing on and achieving clear life goals. It is investing resources with certainty and clear conscience, to make the world a little better for your part in it. It is having someone ‘in the trenches’ with you, matching your grit and optimism to tackle whatever comes up. It is the discretion and kindness of the people you deal with, who come to feel like extended family. By your side, on your side, at your side, whenever you need us.
There has been room for a long time for a full private wealth advisory service which covers all the touch points for a client needing advisors to manage wealth and protect assets. It’s great to see that Beacon Gainer are plugging the need.”
BRIEFLY MAILING LIST
Please see our important disclosure information