
OUR VALUES
Embrace & Drive Change
The future requires embracing change. We stay at the forefront of business and technology changes to guide families forward.
Deliver the Wow Factor
We bring a little something extra to continuity planning through a white-glove experience, ensuring every interaction exceeds expectations.
Community is Our Passion
Family businesses have the power to support creating a sustainable and healthy community. Our clients believe this to be true with their legacy.
Nurture Growth & Learning
Nurturing growth and learning while being committed to investing in ongoing improvement is key to maintaining client excellence.
Relationships of Honesty
Open, transparent communication is a two-way street. This is the only way to build supportive and trusting relationships.
OUR MISSION
Our mission is to support family enterprises in growing prosperous and meaningful legacies by guiding them to realize the freedoms of purpose, time, money, and relationships, ensuring long-term success and harmony across generations.

OUR BELIEFS
At Beacon, our beliefs are rooted in the transformative power of family unity and shared vision, recognizing that unified families can achieve remarkable success and resilience. We emphasize the importance of preparing the next generation for leadership, ensuring continuity through equipping future leaders with essential skills and knowledge. We value continuous learning and adaptation to new challenges, believing that embracing lifelong learning keeps families ahead in a changing world. We recognize the significant role of family enterprises in contributing positively to society through social responsibility, philanthropy, and sustainable practices.
Our philosophy acknowledges the resilience and longevity of family businesses, attributing their long-term success to strong values, culture, and legacy. We believe in the superior performance of family businesses, noting that their focus on sustainable growth and long-term planning often leads to outperforming non-family counterparts. We appreciate the long-term perspective of family businesses, which drives investment in innovation and adaptation to market changes. Lastly, we recognize the deep community roots of family businesses, highlighting their commitment to their communities and social responsibilities.
The Four Freedoms
Family Businesses Seek
Freedom of Purpose: Pursuing passions, continuing or establishing a family legacy, innovating, making a positive societal impact, and achieving personal visions.
Freedom of Time: Setting flexible work hours and environments, escaping rigid schedules.
Freedom of Money: Achieving financial independence and leveraging economic opportunities.
Freedom of Relationships: Making independent decisions, collaborating closely with family members, and fostering transparent relationships.