Our Services
Professional guidance for addressing
your inheritance with intention
We’re Here to Ease
the Weight of
Growing Wealth
Delivering the solutions you need to feel confident with every step forward
Beyond traditional wealth management solutions, Hello Inheritance® offers targeted strategies to integrate your recent inheritance with your full financial plan. We’ll discuss timing based on your goals for the future, aiming to minimize tax exposure and preserve more of your wealth now and into the next generation.
Our Services
Asset Guidance
Tax Planning
Investment Management
Family & Legacy Planning
Insurance Planning
Asset Guidance
An inheritance often includes a mix of assets—cash, property, investments, valuables, and more. We’ll help you get organized as you take your time deciding what to keep, sell, or reinvest, and ensure each decision accounts for your investments and taxes.
Our goal is to help make sure that as your wealth landscape unfolds, your portfolio continues to accurately reflect your greater goals and needs.
HOW WE HELP:
- Offer support and consideration as you decide whether to keep or sell property and other tangible assets
- Offer support and consideration as you decide whether to keep or sell property and other tangible assets
- Identify opportunities to rebalance or consolidate accounts
- Build a personal roadmap for turning inherited assets into long-term stability and security
Tax Planning
With an inheritance, the tax ramifications can be confusing and, when not handled carefully, costly.
We help you understand what’s taxable, what’s not, and how to structure your inheritance so more of it stays right where it’s meant to be, in your family.
HOW WE HELP:
- Review the potential tax owed on inherited assets and accounts
- Coordinate with your CPA and estate attorney
- Talk through potential tax saving strategies
- Aim to minimize taxes over your lifetime
Investment Management
Your inheritance represents both possibility and responsibility. Using a disciplined and thoughtful approach, we identify the most effective strategies for growing and protecting your assets.
With an understanding of who you are and what you value most, we take into account your timeline towards retirement, personal priorities, and comfort with risk.
HOW WE HELP:
- Design a tailored portfolio that aligns with your goals
- Leverage data-driven strategies to invest methodically, through all market conditions
- Monitor and rebalance your investments as life, markets, and priorities evolve
- Invest alongside you, since our strategies reflect how we manage our own portfolios
Family & Legacy Planning
Planning around a recent inheritance should take into account both what you’ve received and what you’ll one day pass on as part of your own legacy.
We help you think through the emotional and practical sides of building a lasting legacy—how to care for your kids, support causes you believe in, and ensure your wealth tells the story you want it to.
HOW WE HELP:
- Foster open and clear communication between family members
- Work with your estate attorney to create legally and financially sound estate plan documents
- Discuss and execute a charitable giving strategy that reflects your philanthropic desires
- Talk through the wealth transfer process with you and your loved ones
Insurance Planning
Protecting your wealth is just as important as growing it. We’ll help safeguard your wealth so that you and your family are prepared for any unexpected events.
We will review your insurance and guide you through any decisions or changes that need be made based on your inheritance and overall financial picture.
HOW WE HELP:
- Review your assets to ensure proper protection is in place
- Determine if you have too much or too little coverage with your insurance policies
- Implement a plan to help keep your family and your legacy covered in the event of any unexpected threats
What Sets Our Team Apart
Focused, Intentional Guidance
Hello Inheritance® is specially built to support individuals who have recently received, or expect to receive, a sizable inheritance (typically valued at seven-figures or higher).
Family-Owned & Operated
We see and honor the sentiment behind your inheritance, and we understand how important this financial responsibility is.
We’ll be here to provide the same level of care we would with our own family’s financial well-being.
Built to Care
This isn’t a transactional event. It’s a momentous financial change wrapped in what are often complex, personal feelings.
Our team understands both the financial and emotional impact of an inheritance, and we’re here to walk you through it every step of the way.
Our Success Stories
From Chaos to Clarity
Navigating grief and finances after her husband passed felt daunting. We helped Carla organize her financial life so she could focus on healing and moving forward.
A New Chapter, Together
Navigating a complex inheritance can be overwhelming. With careful planning and guidance, Erika and Jeremy built a stable path for their family’s future.
Taking the Reins
When Amy became trustee and Power of Attorney for her parents, she needed guidance. With support, she gained control which made for a smooth transition when her parents passed.