Cory Gagnon, FEA, CEPA, MFA-P
Protecting, Growing & Transitioning Family WealthStrategy, Soul & Succession for Legacy-Minded FamiliesAdvisor | Consultant | Coach | Podcast Host
About Cory
I grew up in a multi-generational family business, where I experienced both the pride and the pressure that can come with wealth. That early exposure shaped how I understand legacy — not just as financial capital, but as something deeply human.My unique ability is cultivating meaningful relationships and using insight, strategy, and care to co-create futures bigger than expected. By bringing clarity to complexity, I empower others to grow, take aligned action, and move forward with confidence.The families I support are navigating big questions:
How do we prepare the rising generation?How do we preserve our values while embracing change?How do we grow responsibly — together?
This work is deeply personal to me. It’s about helping families define success on their own terms and create legacies that reflect not just what they’ve earned, but who they are.
At Beacon Family Enterprise Consulting, we guide family enterprises through complex decisions that affect both business and family. Our integrated approach blends proven frameworks with emotional intelligence, helping families align across generations, clarify their vision, and strengthen relationships while driving long-term enterprise success.We believe family businesses thrive not in spite of being family-owned, but because of it.
At Beacon Family Office at Assante, we serve as a strategic partner to successful families navigating the complexities of wealth across generations. We specialize in portfolio construction and manager selection tailored to each family's structure, including trusts, corporations, and operating entities.Our work goes far beyond investment performance. We guide families through ownership transition, tax strategy, and capital deployment with a long-term lens, coordinating with legal, accounting, and other advisors to ensure alignment across all domains.We help clients simplify complexity, gain clarity, and steward wealth with confidence, so their legacy endures with intention.
Contact
Thanks for visiting!This work, helping families navigate wealth, legacy, and leadership, is personal to me. It’s about more than planning; it’s about people. If anything here sparked your curiosity or felt relevant to your journey, I’d genuinely welcome a conversation.Warmly,
