Breadcrumbs

The common denominator among the many scenarios we have helped clients navigate, whether they are a business owner, an inheritor or a corporate executive, is anxiety. Many people assume that coming into significant wealth, be it through the sale of a business, an inheritance or a high salary, would be the answer to all of your problems. But what we have found is that when people transition to life after a significant liquidity event, rather than answers, people usually have questions and concerns, because they are not prepared for what comes next.

John Waldron

CEO & Founder

Barron's
Advisor
Hall of
Fame