Sudden wealth is both a blessing and a source of stress. Whether the influx of money comes from inheritance, a divorce settlement, sale of a business, retirement package, stock options, lottery or other unexpected source, it always comes with complexity. The complexity is both emotional and financial.
All our work takes into account the emotional stress that comes with additional wealth, helping you make thoughtful and responsible decisions. Our role in sudden wealth services is helping you identify your goals, develop a strategy, and steward your wealth through the strategy execution process.