Before making any investment or spending decisions, focus on three steps: Park liquid assets in a safe, FDIC-insured or government-backed account; gather documentation (account statements, will, trust documents, beneficiary designations); and identify an advisory team — a fiduciary wealth advisor, estate attorney, and tax professional — who can coordinate a comprehensive plan. The most important thing you can do in the first 30 days is avoid irreversible decisions.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
