Sudden wealth syndrome describes the emotional and psychological strain that often follows a large, unexpected influx of wealth — whether from an inheritance, divorce settlement, business sale, IPO, or lottery win. Common signs include anxiety, decision paralysis, guilt, relationship tension, and lifestyle inflation that outpaces your long-term plan. A healthy response is to pause before making major decisions, assemble a fiduciary team you trust, and pair financial planning with purpose and values work. With the right support, you can turn a disorienting windfall into a lasting foundation for the people and causes you care about most.
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.
