Financial Planning

Life Events Planning

An experienced team of professional wealth strategists engages clients in a holistic planning process that follows a logical, time-tested series of steps. This approach covers the complex financial and life events encountered by clients as they navigate the stages of wealth creation, wealth management, retirement planning and intergenerational wealth transfer.

Specific disciplines addressed in this planning process include:

Executive Compensation Planning

Beacon Trust has special expertise working with active and retired corporate executives to help maximize the value and reduce the risk of complex elements of compensation such as stock options, restricted stock, stock purchase plans and deferred compensation.

Risk Exposure Analysis and Management

A thorough analysis is made to determine the risks to which a client is exposed in various areas of his or her life, and planning is undertaken to help mitigate those risks. With respect to investments, an analysis combining a series of quantitative and qualitative factors determines the client’s economic and emotional risk tolerance. A personalized portfolio is then constructed to help meet the client’s goals and objectives in a way that is consistent with that risk tolerance.

Family Governance

As families grow in both size and accumulated wealth, the development of family governance strategies can be a pivotal element in laying the groundwork for successful wealth management and wealth transfer. Establishing these strategies involves preparing family members for wealth they will inherit by educating the next generation on the responsibilities of wealth and its stewardship. The goals of family governance involve not only the preservation and growth of a family’s wealth on an intergenerational basis, but also the continuation of a family’s values and culture over the long term.

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