Focused on you.

Managing assets and wealth can appear difficult. Your advisory circle at Beacon Gainer is focused on simplifying and demystifying that process. We listen well to develop an understanding of what makes you tick, your family and values and financial goals. This helps us put together a strategic plan that draws on relevant advisors with relevant expertise and experience.


Our independent advisors have been planning futures, preserving and growing wealth, managing succession involving businesses and valuable assets for many years. Whether preparing for retirement or at the point of retiring, we can support you on this journey.

The following list covers the advisory services relating to retirement typically requested by clients 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
A 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.

The following list covers the advisory services relating to education typically requested by 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 your career or at the point of retirement, it’s vital that you develop the right strategy to manage assets and protect wealth. We can help simplify your search for the right advisors and connect you to a team of experts that will help you meet your goals.

The following list covers the advisory services relating to wealth creation and preservation typically requested by 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
Unlike Financial Advice which typically considers one or two subjects in isolation at a point in time, our Financial Planning services are an ongoing and evolving process that evaluates the consequences a course of action may have on the overall holistic 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.

The following list covers the advisory services relating to domestic and cross border financial planning typically requested by 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
A family and investment office is proven to be an effective model for new investors or those with more complex requirements such as higher asset values or multiple generations.

Unique to Beacon Gainer, our ‘virtual’ family office model represents the future of private wealth management. Over the next x years, we are developing a digital app that will complement our collaborative and seamless business model by providing clients with an interactive dashboard through which they can monitor their investments and interests.

The following list covers the advisory services relating to family investment planning typically requested by 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
An important aspect of private wealth, succession planning and inheritance are issues that need addressing sooner rather than later. Our specialist advisors are perfectly placed to help clients address complex issues such a business planning, management of high value physical assets, and philanthropy.

The following list covers the advisory services relating to succession planning and inheritance typically requested by 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
Protecting yourself and family is a top priority when medical care is needed. 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.

The following list covers the advisory services relating to medical issues, typically requested by 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 personal will ensures that your assets are passed on as you intended – without one, the state will decide on your behalf. Our specialist independent advisors are skilled at managing the very simplest to more complex wills and offer the following services:

  • 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
We understand the grit it takes to build a saleable business, invest to create wealth or manage a windfall. The benefit of using our collective of professional services is that it saves you time and money if you are unfamiliar with the world of private client advisory.

The following list covers the advisory services relating to entrepreneurship and new wealth
typically requested by 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
  • 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
We work closely with advisors and international solicitors’ practices to look after the interests of clients’ families and children both in the UK and overseas. Our close network of specialist family lawyers ensure that cases are resolved sensitively, proactively and with a focus on settlement. From simple pre nuptials to emergency child abduction, arbitration or contentious cases – we can connect you to the right expertise to meet your requirements.

The following list covers the advisory services relating to divorce, serial divorce and prenuptials typically requested by 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
Philanthropy is an aspect of wealth management that we are both passionate about and have specialist experience in. With several years’ experience managing corporate giving programmes and fundraising with major donors and foundations, we have a unique understanding to offer 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. Whether you require a purely transactional service to move philanthropic capital, grow an endowment fund or structure a foundation or are looking to hire a team to implement a philanthropic vision, choose charities or report back on the gift – our advisors can build the right team and introduce you to other philanthropists and global advisors.

The following list covers the advisory services relating to philanthropic activity typically requested by 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 leisure or a regular business traveller with or without family, there are a number of specialist services that will ensure your protection and can be managed by our varied experts and integrated to give you peace of mind.

The following list covers the advisory services relating to perpetual travelers typically requested by 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
Preserving wealth and managing inherited capital has different implications from a tax and estate perspective alongside legal implications such as obtaining a grant of probate and navigating unexpected bereavement.

The following list covers the advisory services relating to inheritors typically requested by clients:

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

If you would like to discuss your goals
please get in touch

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