Inheritance or Windfall

How do I feel? So many mixed emotions, and a lot of pressure to get it right. At first, I didn’t have anyone to talk to about it.  Working with an advisor has been my best decision yet.

What impact would you like your money to make in your life and in the lives of your loved ones?

When you receive a large sum of money through inheritance or windfall, the emotions can be overwhelming. We will help you create space to evaluate the meaning and purpose of the money. Together, we’ll develop a customized financial plan that makes room for your short and long-term goals.

Money invested in alignment with your goals and values creates lasting meaning. 

Stats

$0,000,000,000,000
Will Be Inherited
0%
Will Disappear
0%
Within a Few Years
  • $68 trillion: By 2030, younger generations are expected to inherit from their predecessors in the Great Transfer of Wealth
  • 90% of inherited wealth disappears by the third generation
  • 70% of people who receive a financial windfall will have spent it within a few short years.

Client Stories

Inheritance

Stephanie and Mel had been our clients for years before Stephanie’s mother passed away. Stephanie had inherited more than she expected; her mother had been frugal. Her plans went from a safe retirement to an abundance of financial choices, and opportunities. We:

Helped Stephanie and Mel with life planning, including many and ongoing conversations about the importance of money, and the meaning of money, to them both
Investment management, including conversations about what “mom and dad would want me to do”
Debt planning
Asset protection planning, including a trust just in case
Privacy and identity protection planning
Ongoing investment management

Stephanie says, “I feel like I am doing exactly what mom and dad would want me to do.” With the help of her financial advisor, Stephanie and Mel are able to live life on their terms, and still honor the past.

Services We Provide

Covered in these areas

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Life planning

College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.

Let’s Create an Investment Plan rather than a Spending Habit.

Let’s Talk

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

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