Our Approach to Managing Inherited & Windfall Wealth
We understand that inherited wealth and windfall wealth can seem a burden, rather than an opportunity. Details, decisions, taxes, laws, and an endless line of agents and brokers who offer to help can be hugely intimidating. We believe that your primary task is to harness your inherited or windfall wealth, transforming it into an ally as you pursue your higher life goals. The Wealth Conservancy is there to define your options and bring balance to your strategy. At the center of all we do is your primary life mission – all that you hope to achieve.
Understanding what you have and where you can go is the first step to establishing control and a positive direction for your inherited or windfall wealth. Once you understand your situation and your goals, and once you grasp your own potential, then you can establish strategies for asset allocation, cash flow, and more.
Few have the time, energy, or expertise to manage every aspect of their own windfall or inherited wealth. We step in to help you give clear directions, consistent with your larger mission, to all those who assist in managing your money. With our assistance, you can direct your tax preparers, estate planners, lawyers, and others. Think of us as your coach. You can continue to work with your existing advisors, brokers, and accountants; we “manage your managers,” working to ensure that your higher goals and deeper beliefs are the driving force behind your wealth strategies. You invest in The Wealth Conservancy’s services solely on a retainer basis: we never receive commissions either from you or from products or services we might recommend.