Financial Planning for US and International Private Clients

 

Independent investment advisors and risk management experts here to support and guide you on your financial journey. Helping you to grow wealth, maximize tax-efficiency and leave a lasting legacy.

Why We’re Unique

Many financial advisors are experts on the US financial landscape, but few will take the time to understand your international affairs. Most can handle your retirement plan, but do they have a comprehensive knowledge of personal and business insurance markets?

Beach Financial Group is a single, trusted resource to address all aspects of your financial and insurance planning needs.

Our Clients

We proudly support a broad spectrum of private clients – from business leaders to athletes and entertainers – offering financial solutions that reflect their personal and professional ambitions.

Individual & Family

Business Owners

Sports & Entertainment

International

Private Client Services

Grow Your Wealth

Diversifying across traditional and alternative asset classes with a keen eye on tax efficiency; we curate customized portfolios to achieve your optimal balance of risk and reward.
  • Tax Efficiency / Tax Management 
  • Alternative Investments 
  • Risk Management / Risk Analysis 
  • Portfolio Design

Leave A Legacy

Experts in trust and estate planning; we develop long-term financial plans to minimize tax impact and preserve wealth for future generations.

  • Business Succession 
  • Wealth Transfer
  • Tax and Estate Planning 
  • Trust Solutions

Protect Your Future

Comprehensive risk analysis to identify vulnerabilities in your financial plan, independent access to US and international insurance markets to address them.

  • Individual Insurance Planning 
  • Business Protection Strategies 
  • Sports and Entertainment
  • Insurance Solutions

Make An Impact

Invest in a better tomorrow by supporting industries that align with your values and implement charitable giving strategies to support the causes closest to your heart.

  • Charitable Giving 
  • Socially Responsible Investing
  • Foundations

Take Control of
Your Financial Future

See how our expert advisors can help you make smarter, more confident financial choices.