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Inheritors

Top 5 things Inheritors Seek Our Help With

  1. Help me figure out what to do with this money
  2. Show me interesting impact investing ideas
  3. Teach me what I need to know to manage this money well
  4. Keep track of what I own and what it’s worth
  5. Manage all of this well for me so I can trust it’s being handled properly and can focus on my own interests in life

How we have helped Inheritors

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  • Aligning Values – Transitioning your portfolio to match your beliefs.

    Problem Our client had spent many years invested in a traditional portfolio with a large allocation to broad market stocks.  As her adult son became more active in political and social causes, she began to identify ways her values could be expressed through philanthropic and investing approaches. She came to us one day wanting to […]

    January 5, 2022

  • Staying on Track – Keeping your values in focus.

    Problem A new client family came to us with an existing plan to develop a vacant plot of land into a community center in their home town. The project had many moving parts and projections of the budget had ballooned to over $50 million. The family wanted to find a way to put its wealth […]

    January 5, 2022

  • Focusing on the Bottom Line – Investing in a tax-efficient way.

    Problem Wealthy individuals have the unique ability to pursue investment strategies similar to traditional institutional investors, such as endowments, but have the added challenge of considering the tax impact of their choices. This impact can be significant, and 2013 tax law changes increased the burden materially. These changes included an increase in the highest marginal […]

    January 5, 2022