In the first 90 days, focus on immediate needs and avoid major decisions. Days 1-30: Secure account access, notify Social Security and pension providers, and don’t make big financial or lifestyle changes. Days 31-60: Assemble your team — a fiduciary advisor, tax professional, and estate strategist — and gather key documents. Days 61-90: Build your financial picture, hold initial strategy discussions, complete a retitling and beneficiary sweep, and restructure insurance. Avoid major investment or lifestyle decisions in the first year.
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.
