Treat an inheritance as a structural change to your financial picture, not a separate pool of money. Start by reviewing your investment strategy to ensure new assets align with your diversification and risk tolerance goals. Update your estate plan to reflect your expanded net worth, and consider tax-efficient strategies such as donor-advised funds or qualified charitable distributions if giving is part of your goals. A coordinated team approach can help ensure all elements of your plan fit together.
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.
