Building a relationship of respect and trust is paramount. We begin by developing a rapport, listening to your goals, and understanding the whole of your new financial life.

As your primary point of contact for all things financial, we’ll bring all your other advisers to the table, including accountants and attorneys. Implementing a long-term financial strategy is a team effort—but we’re here to lead that team, so you don’t have to worry about the day-to-day details.

When you suddenly receive a huge sum of money, you’ll feel the urge to spend it right away: changing your lifestyle, making big purchases, doling out generous gifts to friends and family. For your own sake, we’ll advise you to stop and think—in fact, we recommend a six-month moratorium on any major moves, as impulsive decisions are an easy way to lose financial control.

While you pause, we’ll help you develop a detailed plan and teach you the fundamentals of responsible habits. By mapping out life events and any future influxes, you’ll gain peace of mind in knowing your money is safe and secure.