Windfall Event
A windfall event refers to a sudden or unexpected gain of money, such as an inheritance, a legal settlement, or a financial gift. While these events can be exciting, they often come with a range of financial and emotional considerations. With our 17+ years of experience helping clients accumulate and transfer wealth, we have built roadmaps to navigate the complexities of transitioning assets from generation to generation. Our team works closely with you to create a comprehensive strategy that addresses tax considerations, investment opportunities, and your long-term financial goals. We are here to guide you through this pivotal moment, ensuring that your newfound wealth is used wisely to help with financial stability and peace of mind.