Single women at high net worth face a distinct set of planning challenges. Longer lifespans mean a larger retirement target and an extended runway to fund, while aging solo raises the importance of long-term care planning without a spouse as caregiver. Estate planning requires intentional choices when there’s no automatic heir — often favoring charity or chosen family. Disability insurance becomes a priority without a spouse’s income as backup, and higher umbrella coverage adds protection. Building a chosen-family support network helps ensure your plan reflects your life and values.
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.
