Beacon Coast Partners announced the launch of an independent, employee-owned registered investment advisor focused on serving ultra-high-net-worth individuals and families, particularly those preparing for or navigating major liquidity events.
Based in San Francisco, the firm was founded by managing partners Michael Evans and David Jasper, whose team previously oversaw approximately $3.5 billion in client assets under supervision at their former firm.
Beacon Coast specializes in working with founders, executives, and early employees whose wealth is concentrated in a single company and who are preparing for or have recently experienced a significant liquidity event. The firm said its approach is designed to help clients navigate the transition from wealth creation to long-term stewardship.
According to the company, planning begins before liquidity events occur, allowing clients to make decisions that can have a lasting impact on their financial future. Beacon Coast integrates asset allocation, cash flow modeling, tax planning, and estate planning into a framework intended to evolve as clients’ circumstances change over time.
The firm said it intentionally serves a limited number of clients in order to provide more personalized guidance during periods of financial complexity and transition. As an independent fiduciary, Beacon Coast is not tied to proprietary investment products or institutional mandates, allowing it greater flexibility in investment strategies, planning tools, and technology.
Beacon Coast aims to provide customized wealth management solutions grounded in quantitative analysis, disciplined portfolio construction, and long-term planning. The company said its mission is to help clients define the purpose of their wealth and create structures that remain aligned with their priorities over time.
The launch comes as increasing numbers of entrepreneurs and technology executives face complex wealth management decisions associated with IPOs, acquisitions, and other liquidity events.
KEY QUOTES:
“You can spend years building something without liquidity, without certainty, and then everything changes at once. That transition introduces a new set of decisions, and those decisions often carry long-term consequences. Our work is built around helping clients navigate that moment with clarity and structure.”
Michael Evans, Co-Founder and Managing Partner of Beacon Coast Partners
“We are dedicated to helping clients define what their wealth is meant to support. From there, the work focuses on building a durable structure that can adapt over time while remaining aligned with those priorities.”
David Jasper, Co-Founder and Managing Partner of Beacon Coast Partners
