Article written for Beacon Gainer and Miolo Adviser, advancing the model for the configuration and management of advisers across professional services in wealth management, using technology to personalise matching based on suitability in addition to expertise.
Becoming more resilient with a personalised wealth advisory service
Configuring a way for your family to be capable of withstanding whatever life throws at them, takes away a huge stress. Taking steps in the right direction and getting the right advice, to protect your wealth and your family, now and in the future, is singularly one of the best things you can do for your loved ones.
How Beacon Gainer can ease the way to support your family
Whatever your family needs: family office advisory services, property portfolio reviews, project based management, accounting, a financial plan, international tax advice, pension planning, family care, estate and trust structuring, we have a team of independent advisory services that collaborate on your plans and will provide advice alongside wealth management, all in one place.
For example:
New Wealth and Inheritors
There is so much that goes into creating and maintaining your financial position. If you don’t have a solid grasp on your assets, or are yet to develop a cohesive future-proofing strategy to be the architect of remaining resilient, now is the time to change that. Have you had a review of how your savings or investments are working? Do you need guidance around risk assessments?
Succession planning
Succession planning from business planning to tax advisory, trust management, next generation mentoring, social investment and philanthropy, needs to be addressed sooner rather than later.
Protect your capital
If you’ve built up a sizable business or invested successfully, you want to protect your family and your wealth for future generations.
Retirement
It’s never too early to consider retirement planning. Being resilient doesn’t just mean being prepared for the here and now, you have to think of your future. What do you envisage your retirement looking like? Preparing for your retirement now; preserving, growing and managing your wealth, or if you’re at the point where you’d like to step back, we will work with you to achieve your personal aims.
We ease the way to getting your affairs organised, help you implement a strategy and then ensure you stay on track so that should anything untoward change, you and your family have the capacity to recover quickly.
Because that’s what being resilient means. That’s what a team personalised at speed to suit you will ease. We look forward to hearing from you welcome@beacongainer.com
Photo image is by Dakota Corbin on Unsplash
