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SERVICES
Beaumont Financial Partners, LLC provides the following proprietary services:

• Investment Management
• Estate and Financial Planning
• Income Tax Preparation
• Consolidated Investment Statements and Reviews
• Gift and Estate Tax Counsel
• Trustee Services
• Qualified Plan Consulting

STRATEGIC BUSINESS ALLIANCES
Beaumont maintains multiple strategic business alliances with firms having recognized expertise in the following areas:

• Corporate Trustees
• Venture Capital
• Private Equity
• Banking and Credit
• Mortgage Banking
• Life Insurance
• Property and Casualty Insurance
• Mergers and Acquisitions
• Consulting Services to family and closely held businesses
• Legal (including residential purchase and sale, corporate matters, general litigation and family law)

Our intention in maintaining these alliances is to provide our clients with the opportunity to access the finest resources available when a product or service may be appropriate for their situation. To maintain total objectivity, Beaumont receives no compensation from any of our external alliances.