Family Office Services
We assist families in building, managing, and preserving their wealth through tailored financial services. The family office integrates resources to facilitate asset protection, risk management, inter-generational transfer of wealth, financial education, family values and philanthropy.
Policy development, manager selection, custodial oversight, special asset-class research
Banking, retirement, tax and coordination
Consolidated statements, cash flow analysis, performance reporting, data management
Multi-generational snapshot, financial modeling, generational finance training
Fiduciary services, investment and beneficiary education, cost analysis and negotiation
Property and casualty insurance assessment, RFP services, specialty practice lines of insurance, life insurance analysis
Operating company oversight, benchmarking and cost reduction strategies
Bill pay, property management, cash flow management and forecasting, concierge services
Family governance, family meeting coordination, coaching and mentoring
Foundation creation, coordination and governance; board development
We're here for you.
At Beacon Hill, our mission is to manage our clients' financial matters in a manner that allows them to focus more on their families, their businesses, and their lives. If you've been looking for a trusted adviser to help you plan for the future, reach out to us today to schedule a discovery appointment.