We have seen with our clients that inheriting wealth is a bittersweet gift that often brings a range of mixed emotions and new complexity. They have shared with us that the investment decisions sometimes seem the easiest as they are overwhelmed with settling an estate, coordinating lawyers and accountants, and letting themselves grieve. Our clients have relied on our experience at guiding them through the process. We think they appreciate that we understand how to help them address important mechanics quickly, yet move slowly helping them consider long-term life decisions

Your Challenges

  • Sudden responsibility and perhaps settling an estate
  • Reconsidering goals with complete financial planning
  • New tax and estate planning
  • Giving yourself permission to enjoy your inheritance

How We Help

You may have been long aware of your family’s wealth but suddenly it has become your responsibility to invest it. Both the tasks and decision making that come along with this wealth can seem overwhelming. We can help you each step of the way from reviewing your new assets to prioritizing your own goals and developing a personal investment strategy. We will help you get an expert assessment of your new tax situation and help you plan for any new tax burden. When the estate is settled and you are ready, we will help you update your own estate planning. We understand that some inheritors are ready to pursue their lives and new plans while others need time to consider how their life has changed and what opportunities feel right. We are ready to listen and help you financially assess your new dreams.