Receiving an Inheritance or Windfall

This life event can open wonderful new horizons.  However, it can also be a daunting wealth management task.  Along with inherited wealth or other windfalls comes the role of steward.  Whether the proceeds are unrestricted or held in trust, the baton has been passed to you and a fiduciary responsibility exists.

What are the highest and best uses of the funds?  Who will you turn to for investment advice?  Will you live off the income?  Will you spend the principal?  What is your new investment policy?  Are there restrictions?  How will it affect your estate planning?  Who else is there to consider?  How will you accommodate them? These are only a few of the many questions you will encounter.

Our years of expertise in working with people with sudden money, writing and implementing customized investment policy, and managing millions of dollars offers a valuable resource for you to depend upon for guidance with this new responsibility.  Using us as your trusted advisor can avoid many of the emotional and financial pitfalls of this life event, while freeing you up to enjoy your newly acquired wealth.

Contact us now to see if we have the common ground to get you where you want to go.