Beacon Coast Partners has announced the launch of its independent, employee-owned registered investment adviser focused on serving a select group of ultra-high-net-worth individuals and families, particularly those preparing for or navigating significant liquidity events. Led by founding managing partners Michael Evans and David Jasper, the team previously oversaw approximately $3.5 billion in client assets under supervision at its former firm.
Based in San Francisco, Beacon Coast specializes in founders, executives and early employees whose wealth is tied to a single company and who are preparing for or have recently completed a liquidity event.
The team at Beacon Coast begins working with clients before liquidity, when planning decisions can have the greatest impact. The firm’s approach integrates asset allocation, cash-flow modeling, and tax and estate planning into a long-term framework designed to evolve as circumstances change.
The firm serves a limited
