Inherited Wealth 

Your inheritance marks both a beginning and an ending.

It can open new possibilities while also surfacing complex emotions, shifting family dynamics, and reshaping your role within your family story. We understand how delicate this moment can be because we’ve guided individuals and families through these transitions for decades.

We help you make sense of what this change means for you. From clarifying your values and intentions, to navigating family expectations, roles, and communication, to developing a clear mindset for stewarding new wealth, we’re here to ensure you move forward with confidence, clarity, and emotional steadiness.

In partnership with your financial advisor, we support the human side of the transition. Your team is tailored to your needs and may include behavioral finance specialists, family-systems consultants, communication facilitators, and transition coaches. Together, we help you define what you want this wealth to mean, strengthen your decision making, and build the foundation for a legacy that lasts.