The Beauchamp Maleki Group provides privately-held companies and their owners a single comprehensive plan based on value-driven strategies that fully integrate their financial, estate, business succession and financial asset investment strategies in a tax efficient and cost effective manner. We align personal and business interests. YOU HAVE A BUSINESS | YOU NEED A SUCCESSION PLAN. YOU HAVE A FAMILY | YOU NEED A FINANCIAL PLAN. YOU HAVE AN ESTATE | YOU NEED AN ESTATE PLAN. YOU HAVE WEALTH | YOU NEED AN INVESTMENT PLAN.