The client’s planning was based on conflicting and reactive information.
Multigenerational financial planning
Our wealth advisors specialize in helping families steward their wealth. Our modern, multi-family office delivers high-quality financial services to the next generation of wealthy families.
Building a foundation for generational success
At Beatrice, we help families navigate the complexities of managing and transferring wealth. Multigenerational wealth often spans multiple entities, portfolios, and objectives. We bring cohesion to that complexity. Education and inclusion are central to our approach, so every family member understands how assets are managed and how each decision supports your broader mission.
Example Client Scenario
Our client was going through significant transitions as they planned for the transfer of wealth to the next generation. Each member of the family had strong opinions, and nobody was in a position to take the lead. Furthermore, a disjointed team of outside advisors contributed to the confusion by offering advice which only considered their own unique perspectives, rather than taking a holistic approach.
Challenges:
Strategy
Beatrice stepped up with a quarterbacking approach that brought all parties to the table. We identified shared goals and helped navigate areas of disagreement. Based on this solid foundation, we helped the client define long-term goals and align investment
strategy to realize these desired outcomes.
To leverage the client’s cash and tax planning, we assembled a new team of professionals to provide cohesive guidance that served the family’s best interests and aligned with their goals. The attorneys, CPAs, and other advisors were all selected based on their ability to collaborate within the client’s shared ecosystem.
Preserving your legacy
Our New York-based financial advisors operate under a fiduciary standard, meaning we are legally and ethically obligated to act solely in your best interest. Families can rely on our guidance at all times.
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Learn MoreLet’s build your family’s future
We work with families ready for a more modern, intentional partnership. If that aligns with your goals, reach out to our team today.
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