Managing significant wealth requires a clear, unemotional approach. At Beese Fulmer, we recognize that families with significant assets face complex challenges that demand rational decision-making, complete transparency, and conflict-free advice.

Our generational wealth services include comprehensive wealth management, tax and estate planning coordination, and philanthropy advisory. These services are delivered in partnership with your existing professionals, or we can help you build a trusted advisory team. By leveraging an integrated network of independent professionals rather than relying solely on in-house resources, we ensure that your wealth is managed in a coordinated, efficient, and independent manner.

Generational Wealth Services with Rational, Transparent Advice

Our unemotional, methodical approach ensures that your financial life is grounded in sound analysis and a long-term strategy. We act as the central coordinator for your financial, legal, and tax advisors, ensuring that all decisions are aligned and contribute to the larger goal of wealth preservation and growth.

Conflict-Free, Transparent Service: At Beese Fulmer, we are committed to offering independent and conflict-free advice. We are not incentivized by third parties or to cross-sell other services. Instead, we work solely in your best interest, building custom solutions for what’s best for you. This ensures complete transparency, with clear, upfront pricing—no hidden fees, no surprises.

Proactive Team Integration: Whether working with your current professionals or helping you build a tailored advisory team, Beese Fulmer takes a strategic, proactive approach to ensure seamless integration across all aspects of your financial management. We identify opportunities and challenges early, ensuring that your tax strategies, legal plans, and investment decisions are coordinated for optimal efficiency. By facilitating integration rather than directly managing every service, we provide unbiased oversight that keeps your financial plan aligned and conflict-free.

Trust Management in Ohio and Select States: In Ohio and select other states, the trust code is bifurcated, allowing Beese Fulmer to serve as an independent, conflict-free investment manager while a separate trustee—either corporate or a family member—handles trust administration. This bifurcation ensures transparency and the highest standards of fiduciary responsibility. Find Out More

Tax and Estate Planning Coordination: Beese Fulmer acts as the central point of coordination for your tax and estate planning needs. We work alongside your accountants and estate attorneys to ensure that your wealth transfer strategies, trusts, and tax plans are aligned with your financial objectives. Our team helps facilitate these discussions, ensuring that your wealth is protected and passed to future generations in the most efficient manner. Find Out More

Philanthropy and Charitable Giving: Many families wish to integrate philanthropy into their long-term financial strategy. We provide advisory services to help you develop a structured approach to charitable giving, whether through donor-advised funds, private foundations, or other giving vehicles. Beese Fulmer ensures that your philanthropy aligns with your family’s values while providing tax efficiency. Find Out More

Family Governance and Education: As part of our generational wealth services, we offer guidance in establishing family governance structures and educating the next generation about financial responsibility. We help your family develop family councils, meetings, and governance structures that ensure future generations are prepared to take on the responsibilities of wealth. This includes financial literacy programs and succession planning discussions aimed at promoting responsible stewardship of the family’s assets. Find Out More

The Benefits of Proactive Integration and Transparency

We do this all while providing complete transparency, with clear, upfront pricing and no hidden fees. Our conflict-free service ensures that your family’s wealth is managed securely and objectively, with every decision made in your best interest.

By focusing on long-term wealth preservation, rational decision-making, and proactive integration with your professionals, Beese Fulmer offers a tailored, conflict-free approach that ensures your family's financial legacy is preserved for generations to come.

Active Investment Management

Beese Fulmer’s active investment management focuses on conflict-free, transparent decision-making, rooted in rational analysis. Our personalized portfolios are designed to meet your financial goals and risk tolerance, adapting as markets evolve.

Fixed-Income Investments: Our actively managed fixed-income portfolios are structured to provide stable income streams and protect capital from interest rate fluctuations, all while maintaining full transparency regarding fees and risks.

Equities: We take a rational approach to stock selection, identifying growth opportunities while minimizing downside risk and tax liabilities. Our team emphasizes transparency in both strategy and execution.

Alternative Investments: For clients looking to diversify, we offer access to private equity and hedge funds, ensuring these exclusive opportunities are well-aligned with your overall wealth strategy. Our conflict-free, rational approach ensures that each investment decision is made with full transparency and clarity.