Over the next 25 years 68 trillion dollars will change hands. The majority of that will flow through women. The investment role you play in today is critical to the future impact on others.

There are opportunities to reinvest and donate in a socially responsible way and delegate capital allocation in a dynamic, transformative approach that will make this world better for the long term. When you find yourself in a place where you inherit resources either unexpectedly or through loss of a loved one, consider the magnitude of your blessing. You can lean on us to help plan for your personal needs while identifying goals or requirements for giving to charity or impactful investments. We bring together finance and philanthropy to achieve greater satisfaction and fulfillment.

Here are some questions we get asked

  1. Will I have sufficient funds for myself and/or my family and wow much can I afford to give after meeting our specific needs?

  2. I believe I have plenty of assets to live off of but not 100% sure about how to most effectively draw down on them or manage them in wisest manner—can you tell me what you see based on my existing portfolio or holdings?

  3. Based on my experience or my priorities of where I want to invest my time, how should I be using an advisor and attorney to do all or some of the due diligence and monitoring necessary to securely maintain my capital and grow it at the same time?

  4. Do I want or need to change my lifestyle after receiving an inheritance?

  5. Should I be giving something to my beneficiaries now and/or later?

  6. I want to buy something for myself, any approach to doing this right?

  7. What should I use insurance for, if any, to achieve my objectives tax wise?

  8. I have no family or close friends nearby, what happens when I need someone to care for me and/or how do I plan for this part of my life?

  9. Who can ensure my advisors (accountant, legal, business) are all communicating and doing their job properly?

  10. What makes your team appropriate to help someone in my position?

Circumstances that warrant the help of an advisor

  • Assistance to family

  • Planning for your business

  • Selling or buying a residence or income property

  • Charitable Giving

  • College planning

  • Separation or Divorce

  • Living by yourself

  • Having a child or adopting

  • Health issues

  • Inheritance

  • Lost spouse or relative

  • Getting married

  • Retiring

  • Single parent

  • Special needs

Let’s chat. Provide your information below and we will reach out.