Deploying a significant inheritance as a lump sum carries real risks: market timing uncertainty, emotional regret if values decline shortly after investment, and the potential to disrupt your existing asset allocation. A phased deployment — often over six to 18 months — may help reduce those risks while still putting your capital to work. Your wealth advisor should evaluate any deployment strategy in the context of your full financial picture, including your existing portfolio, tax situation, time horizon, and goals.
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.
