Making sound decisions if you have experienced
Sudden Wealth
A significant financial event can change your life quickly. Perhaps you sold a business, received a large payout, or experienced another liquidity event that changed your financial circumstances. With new possibilities can also come new questions about what to do next.
Questions you may have:
What should I do first?
How should this new wealth fit into my overall financial plan?
How will this change affect my taxes?
Does my estate plan still make sense?
What opportunities do I now have for myself and my family?
How should I think about providing for my children and future generations?
Sudden wealth can create new possibilities, but it can also make your financial life more complex.
At Meira, we understand that a significant change in wealth can bring many decisions at once. We begin by listening and understanding what matters most to you, then help you consider how your investments, taxes, estate planning, and family goals fit together.
Through our disciplined six-step planning process, we help you create a comprehensive financial plan that serves as your financial roadmap as you navigate your new circumstances and plan for yourself, your family, and future generations.
Does this sound like you?
Does Your Estate Plan Still Reflect Your Life?
Life changes, families evolve, and priorities shift. Does your estate plan still capture your values, your legacy wishes and your assets? Take our estate planning assessment to consider whether your plan still reflects what matters to you and identify topics worth discussing with your advisors.
These interactive tools are provided for informational purposes only. Results are based on the information you provide and do not constitute personalized financial, investment, tax, or legal advice or a recommendation. Completing a tool does not establish an advisory relationship with Meira Wealth.
