Bridging Borders Integrated Cross-Border Solutions

We provide solutions for clients with assets on both sides of the border. Whether you are moving across the border or inheriting assets, you can simplify your investments and accounts to better manage risk while minimizing cross-border issues with our integrated solutions.

Beacon Hill Wealth Management is a team of wealth advisors with experience that spans the globe. We focus first on understanding, then on finding solutions to manage and simplify your family's financial life.

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Cross-Border Wealth Management

With 30 years of experience in the U.S., Canada and Europe, we understand firsthand the challenges that cross-border clients face because we have faced them ourselves. We offer an integrated solution to help bridge the 49th parallel and simplify your life.

Financial Planning

Whether your goal is retirement, funding your children’s education, or passing your wealth to the next generation, you need a plan. Financial planning is the cornerstone of a successful investment experience. We help you identify your goals, and chart a course to reach them regardless of what side of the border they fall on.

Investment Management

We design global portfolios using index based solutions. This allows clients to keep more of their return while minimizing taxes. Our belief in keeping it simple and focusing on what you can control guides our investment process.

Cross-Border Tax and Estate Planning

It's not what you make but what you keep that matters. We focus on maximizing after-tax returns and keeping as much as possible for your estate. We will work with your existing team of tax and estate professionals, or help you create one, regardless of what side of the border you are on.
“Great investing is simple, not easy.”
Warren Buffett