The first 90 days are often better viewed as a planning window than an investing window. Start by gathering documentation — the will or trust agreement, account statements, and beneficiary designations. Hold cash in a savings or money market fund temporarily, and avoid major purchases or significant gifts until you have a comprehensive plan. Building a team that includes a wealth advisor, tax professional, and estate attorney can help you make informed decisions.
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.
