Cauldron of Change

The Impact of Inherited and Sudden Wealth

Some likened the realization of their inheritance or sudden wealth to that of having a meteor land in their lap. When a destabilizing event occurs, and we are unprepared to handle this life­-changing experience, it often throws us into a cauldron of change.

The “Change Context” graphic here depicts the various ways one may exit…or remain in…the turmoil.

The quality of the work we do to prepare ourselves and our heirs…either before or after the financial windfall…determines who we become, and when and how we exit the cauldron of change.


Coaching and Consulting
Mediation and Facilitation
Dynamics of Family Wealth
Impact of Wealth
– The Inheritance Conversation
The Family Business
Your Legacy
Ethical Will
The Rising/Next Generation
– The Pre­-PreNuptial Process
– Onboarding New Family Members
Philanthropy and Thoughtful Giving
Create the Life You Want


  • Kitchen Table Giving
  • Private Foundations
  • Program Related Investments
  • Supporting Organization
  • Donor Advised Fund
  • Community Foundation
  • Social Venture Partnerships (SVP)
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)
  • Gift Annuity