Financial planning for inheritors

You’ve inherited more than wealth… you’ve inherited choices, responsibilities, and the chance to do things differently

 

You didn’t ask for a roadmap, but you’re ready to chart your own.

Whether your inheritance came recently or has been part of your story for years, managing wealth you didn’t earn brings up big questions: What do I do with this? How do I honor it? Can I use it to make a difference?

We help progressive inheritors align their values with their financial legacy, offering thoughtful guidance on giving, investing, and living with intention. Whether you're navigating family dynamics, planning your impact, or simply figuring out what's next, we’re here to help you make meaning… not just manage money.

What we help with

We know your financial life doesn’t follow a traditional path. That’s why we focus on:

  • Values-Aligned Strategy
    We help you design a financial plan that aligns with your principles, whether that means ESG investing, strategic philanthropy, or creating change in your community.

  • Navigating the Emotional Side
    We hold space for the complexity that comes with inherited wealth, whether it’s guilt, gratitude, identity, or navigating family dynamics.

  • Stewardship & Growth
    We guide you in growing and preserving your wealth with intention, making sure your money supports your life, not the other way around.

  • Giving with Purpose
    From donor-advised funds to multi-year giving plans, we help you make charitable decisions that are strategic, sustainable, and aligned with your values.

 

questions we often hear from inheritors

 

  • What do I want this money to do for me, and for the world?

  • How do I honor the people it came from, without compromising who I am?

  • How do I give responsibly without draining my future security?

  • How do I talk to my family about money, boundaries, values, and expectations?

  • Am I doing this right?

If these sound familiar, you’re in the right place.

 
 

Build a Legacy That Feels Like Yours

 

Whether your goal is quiet stewardship, bold giving, or something in between, we’re here to help you shape a legacy that feels personal, powerful, and possible.