Download our Checklist: What Issues Should I Consider If I Experience A Sudden Wealth Event?

People can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning. This is a critical time and the right guidance & taking the appropriate action offers a unique opportunity to make a significant positive impact. This checklist helps guide you when you experience a sudden wealth event, and covers:

The nature, timing, and terms of the wealth event | Cash flow impact | Liquidity considerations | Tax planning matters | Long-term planning opportunities