In good times or bad, a significant wealth event will always require careful management to help you protect your wealth, provide income for your lifestyle and build your legacy. Our private wealth services can help you manage the wealth you receive through:
- Sale of a business
- Sale of real estate or other family asset
- Capital markets transaction (e.g., IPO)
- Substantial inheritance
- Lump-sum retirement payout
- Divorce
- Legal settlement
- Exercise of stock options
- Unexpected windfall