climb your mountain
The root cause of suddenly accumulated wealth can vary significantly. Whether wealth has been received or created from the highest of highs or the lowest of lows - sudden wealth can be both empowering while also resulting in a sense of obligation and a mountain of responsibility.
Each decision with your new wealth will lend itself to a new set of circumstances or decisions that must be considered. Therefore each step, especially early on, is crucial. We are here to help you maximize the opportunity that comes with new found wealth to ensure any actions are truly consistent with your goals. We want to leverage our skills with an understanding of your unique situation to ensure appropriate steps are taken to maximize any opportunities that appeal to you and your wealth.
We have experience advising clients that have created or received sudden wealth from various sources such as a business sale or separation, divorce, inheritance, substantial change in income, and more.