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.

OUR SERVICES

• 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

GUIDING THROUGH THE ISSUES

• Getting Started –­ What We Do
• Impact of Wealth
• Cauldron of Change
• The Family Meeting/Retreat
• Power of the Family Story

CHARITABLE GIVING TOOLS

• 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