Sudden Wealth: Managing the Transition

The white paper, “Sudden Wealth: Managing the Transition,” provides helpful guideposts for handling new wealth, regardless of the circumstances – whether the wealth  represents a recent windfall (the immigrant experience) or having control of a large amount of money for the first time (the inheritor’s experience). The paper highlights common examples of steps to take and to avoid, the typical reactions and emotions experienced by the suddenly wealthy, and a recommended timeframe for making decisions that focus on important personal priorities. For anyone experiencing sudden wealth, an exploration of what to expect can minimize potential adverse consequences and foster confident decision making that is aligned with your personal values and goals.