Start by gathering a complete financial picture before filing. Pull five years of tax returns, current pay stubs, all account statements, business-valuation documents, credit reports, insurance policies, estate documents, and a safe-deposit inventory. Assemble a team to include a Certified Divorce Financial Analyst® (CDFA®), a family-law attorney, and, if you own a business, a forensic accountant. Protect your credit — freeze it if needed — and avoid financial actions your spouse could challenge later, such as major purchases or transfers. The more organized you are up front, the better positioned you may be throughout the divorce process.
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.
