What would you like to do? Whatever your challenge, we take time to understand with intelligence, and unpick issues, with tact. We then identify strategies and consequences to target and achieve your desired objective, decisively.

Where to begin? We know that managing assets and protecting wealth can be like herding cats, rats and all their cousins. So we simplify the process. First, we talk – or rather, you talk and we listen. By understanding what makes you tick – your family, your values and your goals – we can put together the right advisors and manage the achievement of your objectives on time. So you get the relevant expertise and experience you need to stop chasing all those tails.

Together with you, we scope out requirements to make sure we meet your needs. Generally, our clients or their advisors wish to achieve objectives which touch all aspects of family life, the protection of wealth and asset management. Mostly, that means working with several experts at once, which we manage for you, connecting up the dots and ensuring that the thinking is joined up too.

Here is a selection of objectives we understand and have helped clients with. Dynamic expertise is sometimes needed, although the full breadth of what our advisors achieve, singly or as a team, stretches to almost any matter you can imagine, where sound advice does help.

It takes grit to build a saleable business, invest successfully or manage a windfall. We understand this implicitly, and firmly believe people should be protected from unscrupulous or extortionate practices. If you are relatively new to wealth management, Beacon Gainer’s spread of expert advice is available through one easy point of access, saving you appreciable time and money.

Here are the advisory services relating to entrepreneurship and new wealth, typically requested by our clients:

  • Asset allocation
  • Accounting
  • Tax advisory
  • Investment related activities
  • Financial planning
  • Trust management
  • Insurance planning
  • Family governance planning
  • Communication between family members
  • Art advisory
  • High–value physical assets advisory
  • Advisor selection
  • Investment manager selection
  • Independent investment consultant
  • Private banking

Whether preparing for retirement or at the point of stepping back from work, we provide you with continuous support. Our independent advisors have been planning futures, preserving and growing wealth, and managing succession involving businesses and valuable assets, for many years.

Here are the likely advisory services relating to retirement, which we can bring together or offer as a singular service:

  • Family governance and succession planning
  • Support for family business and other projects
  • Security
  • Family counselling/relationship management
  • Management of high value physical assets (yachts, art, aircraft, property)
  • Next generation mentoring
  • Communication between generations
  • Accounting
  • Tax advisory
  • Financial planning
  • Trust management
  • Legal services
  • Estate planning
  • Insurance planning
  • Later life care planning
  • Asset allocation
  • Portfolio review
  • Manager selection/oversight
  • Financial reporting
  • Risk management
  • Private banking
  • Philanthropy

You may have found that Financial Advice tends to consider one or two subjects in isolation at a point in time. Instead, we see it as an ongoing and evolving process to evaluate the consequences a course of action may have on the overall plan. We work with specialists for UK only clients, as well as clients with global footholds such as North America, Australia, Hong Kong, Europe and the Middle East.

Here are the advisory services relating to domestic and cross border financial planning typically requested by our clients, which we can bring together or offer as a singular service:

  • Financial planning across borders
  • Financial planning UK
  • Tax planning
  • Accounting
  • Business support
  • Legal services
  • Estate planning
  • Investment activities
  • Banking
  • Insurance planning
  • Management of assets (property, art, aircraft, yacht)
  • Financial reporting/accounting
  • Foreign exchange management
  • Wealth management

Understanding the dynamics of wealthy families saves time. With multiple generations and higher asset values involved, a family and investment office is a highly effective model. It’s the same for new investors too. We know, have lived and worked with these dynamics and many offices in the past, so can quickly become an indispensable extension, to save everyone time and money.

Our ‘virtual’ family office model is unique to Beacon Gainer. We believe it is the future of private wealth management. We are currently developing a digital app that will provide clients with an interactive dashboard for monitoring their investments and interests.

Here are the advisory services relating to family investment planning typically requested by our clients:

  • Succession planning
  • Family governance
  • Support for family business and other projects
  • Concierge services and security
  • Family counselling
  • Management of high value assets
  • Entrepreneurial projects
  • Education planning
  • Next generation mentoring
  • Communication agency
  • Reputation management services
  • Accounting
  • Bookkeeping
  • Mail sorting
  • Office overheads
  • IT costs
  • Management of contracts
  • Financial planning
  • Tax planning
  • Trust management
  • Legal services
  • Estate planning
  • Insurance planning
  • Asset allocation
  • Traditional investments
  • Investment manager selection/oversight
  • Real estate direct investment
  • Financial accounting
  • Reporting
  • Alternative investments
  • Investment banking functions
  • Risk management
  • Global custody and integrated investment reporting
  • Private banking
  • Foreign exchange management
  • Document storage
  • Compliance and AML check facilities
  • Philanthropy
  • Integration and management of multiple advisors (CEO)
  • Staff recruitment

Some issues need addressing sooner rather than later. Our specialist advisors are perfectly placed to help you address those complex aspects, such a business planning, management of high value physical assets, and philanthropy.

Here are the advisory services relating to succession planning and inheritance typically requested by our clients:

  • Family governance
  • Tax advisory
  • Family law
  • Estate planning
  • Trust management
  • Family business support
  • Corporate law
  • Family relationship management
  • Counselling
  • Management of high-value physical assets
  • Next generation mentoring
  • Communications between generations
  • Financial planning
  • Investment manager selection
  • Philanthropy

Providing yourself and your loved ones with top quality care is the top priority when medical attention is required. Our specialist advisors are experts in helping clients with long term care provision, life insurance, medical insurance, income protection, global medical systems, national health systems and specialist selection. All with the utmost discretion and sensitivity.

Here are the advisory services relating to medical issues, typically requested by our clients:

  • Insurance planning
  • Foreign exchange management
  • Relationship management
  • Medical expertise and specialist selection
  • Oversight medical experts
  • Management of national health systems
  • Management of insurance groups

A child’s successful education involves many small, confident steps – from cradle to career. Our specialist advisors support children and their parents as they take these important steps, helping them to achieve the right academic results through careful planning. Crucially, we share a long-term aim – helping children become successful and happy adults whilst helping parents manage those goals.

Here are the advisory services relating to education typically requested by our clients, which we can bring together or offer as a singular service:

  • Educational consultancy
  • Family relationship management
  • Financing
  • Next generation mentoring
  • Security
  • Property management
  • Financial planning
  • Legal services

Whether you’re just starting out or at the point of retirement, you know how vital it is to develop the right strategy to manage assets and protect wealth. We simplify your search for the right advisors and connect you to a team of experts that will help you meet your goals.

Here are the advisory services relating to wealth creation and preservation typically requested by our clients, which we can bring together or offer as a singular service:

  • Financial planning
  • Succession planning
  • Investment activities including asset allocation
  • Traditional investments
  • Trust management
  • Estate planning
  • Real estate direct investment
  • Financial accounting/reporting
  • Alternative investments
  • Investment banking functions
  • Risk management
  • Global custody and integrated investment reporting
  • Private banking
  • Merchant banking
  • Foreign exchange management
  • Tax planning
  • Insurance
  • Accounting
  • Management of contracts
  • Capital and mortgages

At a time when a case needs to be resolved sensitively and proactively, our network of specialist family lawyers works by your side to achieve a thorough and advantageous settlement. We liaise closely with international solicitors’ practices to look after the interests of clients’ families and children, both in the UK and overseas. From simple pre-nuptials to emergency child abduction, arbitration or contentious cases, we briskly connect you to the right expertise to help find a positive outcome.

Here are the advisory services relating to divorce, serial divorce and pre-nuptials typically requested by our clients:

  • International family law services
  • Estate planning
  • Trust management
  • Security and protection
  • Family counselling/relationship management
  • Educational planning
  • Management of high value physical assets
  • Communication between generations
  • Private banking
  • Investment consultants
  • Manager selection
  • Property buyers
  • Accounting and bookkeeping
  • Tax planning
  • Immigration advisory

Knowing that your assets will be passed on as you intended brings immediate and lasting peace of mind. Of course, without a personal will, the state will decide on your behalf. Our specialist independent advisors are skilled at managing the very simplest to more complex wills, coming up with creative solutions to often the most delicate and difficult decisions.

Here are the advisory services relating to wills, typically requested by our clients:

  • Accounting
  • Tax advisory
  • Trust and estate planning
  • Family legal
  • Family counselling/ relationship management
  • Communications between generations
  • Management of power of attorneys
  • Management of trustees
  • Oversight in later life

Here are the advisory services relating to real estate planning, typically requested by our clients:

  • International tax advisory
  • Property buyers
  • Brokers
  • Mortgage specialists
  • High value asset advisory
  • Government property taxation advisory
  • Property portfolio management
  • Portfolio manager selection/oversight
  • Management of contracts and legal services
  • Tax planning
  • Interior stylists and architects
  • Commercial property advisory and contractors

Finding meaningful ways to support humanitarian projects is one of our founding principles. We love to inspire our clients to find rewarding ways to become involved, and see positive improvement in those causes close to their hearts. Philanthropy is one of our particular areas of specialism. With several years’ experience managing corporate giving programmes and fundraising with major donors and foundations, we bring a unique understanding to the private client market globally.

There are many options that need consideration and careful planning – from venture philanthropy, social impact and investing, to donor advised funds and simple charity donations. You may require a purely transactional service to move philanthropic capital. Perhaps you want to grow an endowment fund or restructure an existing foundation. You might be looking to hire a team to implement a philanthropic vision, help you choose charities or report back on the gift. Our advisors can rapidly build that team and introduce you to other philanthropists and global advisors.

Here are the advisory services relating to philanthropic activity typically requested by our clients:

  • Financial planning
  • Philanthropy advisory
  • Project selection and oversight
  • Management of donor relationship
  • Reporting
  • Banking
  • Fund selection

Whether you’re planning long term travel for business or pleasure, with or without family, there are a number of specialist services that will ensure your protection and peace of mind. Our varied experts integrate all necessary aspects, so the complexity of managing your life whilst abroad does not interfere with your enjoyment of the experience.

Here are the advisory services relating to perpetual travel, typically requested by our clients:

  • Insurance planning
  • Support for family business
  • Concierge services and security
  • Management of high value physical assets
  • Accounting
  • Mail sorting
  • Financial planning
  • Tax planning cross borders
  • Investment related activity
  • Banking functions
  • Foreign exchange management
  • Property management

Navigating bereavement, whether expected or not, calls for sure but sensitive guidance. Someone who can manage all the differing implications from a tax and estate perspective, alongside legal implications such as obtaining a grant of probate. So you can concentrate on your family, and your future, secure in the knowledge that the rest stays in safe hands at this time.

Here are the advisory services relating to inheritors typically requested by our clients:

  • Trust management
  • Estate planning
  • Legal services
  • Banking
  • Investment management selection
  • Financial planning
  • Tax planning
  • Philanthropic services
  • Accounting

With award-winning, independent advisors at your fingertips, we can work independently or collaborate to achieve goals and objectives, manage assets, and protect wealth and family, now and for the future.

If you are ready to discuss your goals,
please call us on +44 (0)20 3355 5397 or e-mail us below

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