Family Office & Private Banking | Beacon Global Wealth Management

We ensure clarity and structure so that you can take advantage of your assets and income and deliver the plan you want for your family for the long term and in retirement.

This includes everything from tax planning to cross-border structuring of your income and assets, providing peace of mind and longevity for you and your family.

Expertise in Family Office and Private Banking

We understand the unique needs and desires that drive wealthy families and individuals. We have built a reputation for building the right structures strategies and support to meet all of a wealthy family’s needs not just their financial needs.

We understand the importance of delivering strategies that support who you are and what you stand for in every part of your life.

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Comprehensive Financial Solutions

Our principles, developed over 30 years internationally, focus on trust, transparency, and discretion. We have significant expertise in establishing family office structures and private banking facilities for international families, ensuring your wealth is managed effectively across borders.

Personalised and Transparent Wealth Management

Our unique, personalised approach ensures that your wealth management strategies align with your specific needs and long-term goals. We offer tailored advice and comprehensive support to enhance your financial security and support your family's future.

Transparent

Ensuring trust, transparency, and discretion in all services.

Personalised Support

Tailored strategies to suit your individual family office and private banking needs.

Experienced

Decades of experience in providing cross-border financial advice for private wealth clients.

Trustworthy

Qualified and regulated experts across 20 international jurisdictions.

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Our Private Client Engagement Process

We follow a structured and personalised approach to ensure your family's international wealth is managed with precision and clarity.

Initial Discovery Call

Before you engage us, we’ll get to know you to make sure we’re a good fit in terms of understanding what is most important to you.

Confirming Our Understanding

After our discovery call, we will summarise our understanding of your current situation and the key objectives which will ensure we're aligned with your goals.

Create A Personalised Plan With You

Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.

Implementation and Monitoring

We will implement your plan, constantly monitor and report on the performance to ensure your private wealth is optimised and aligned with your goals and working for you. Additionally, we’ll provide you with regular statements and a half yearly review to ensure that you remain up to date with any investment or tax changes and that we continue deliver for the long term.

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