Where wealth becomes a legacy — engineered, protected, and intelligently deployed.
Beekman Strategic provides multi-jurisdiction, multi-layered, multi-generational wealth planning for private clients who require more than traditional private banking. We combine advisory, structuring, and institutional market access to ensure your wealth is protected and positioned for long-term success.
A system that must align:
Trusts, foundations, holding companies, and multi-jurisdiction frameworks designed for protection and efficiency.
Optimized tax planning across jurisdictions to preserve and grow wealth.
Strategic asset allocation with the principle of efficient exposure across asset classes.
Liquidity planning, succession strategies, asset protection, and governance frameworks for generations.
Beekman serves as the architect of that system.
Clients with $30M+ seeking complex cross-border structuring, privacy, and access to institutional-grade products typically reserved for banks.
Families requiring governance frameworks to preserve legacy and educate the next generation across borders.
Entrepreneurs facing liquidity events who need comprehensive support for asset protection, wealth structuring, and strategic financial planning during pivotal business transitions.
Private investors seeking an innovative and efficient approach to investment management, combining institutional-grade solutions with personalized service.
From discovery to ongoing stewardship, we guide you through every phase of wealth architecture.
Understanding your objectives, assets, jurisdictions, family structure, risks, and ambitions.
Designing the optimal framework: Trusts, Foundations, Holding companies, Funds/SPVs, Life insurance wrappers (PPLI, PPVA), and multi-jurisdiction legal alignment.
We design and manage tailored portfolios using the principle of efficient exposure: global fixed income, structured notes, alternatives, private market opportunities, risk-managed strategies, and income solutions.
Continuous monitoring, rebalancing, reporting, governance, and periodic restructuring to adapt to changing circumstances.
Schedule a confidential consultation with our principals to discuss your wealth management objectives.
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