The Unexpected Matriarch
Meet Charlotte.
She's the widow of a successful real estate developer and inherited $18M across trusts & private assets.
She's 71, has one daughter, and two grandchildren.
The Situation
After her husband’s passing, Charlotte found herself at the center of a complex financial picture—multiple professionals, conflicting advice, and an overwhelming number of decisions.
She was capable, but cautious.
What she needed wasn’t more information.
She needed a clear path forward.
What We Did
We began with a full inventory of assets and reviewed all trust structures.
We helped her consolidate accounts, clarify income needs, and align her giving intentions.
Just as importantly, we created a more manageable decision-making rhythm—one that reflected her voice and priorities, not just her husband’s legacy.
Her daughter now joins select meetings, and we’re guiding the family toward a structure that supports both continuity and clarity across generations.
Where They Are Now
Charlotte is no longer navigating alone.
She has a clear strategy, a steady point of contact, and a team that respects both where she came from and where she’s headed.
If you’re looking for thoughtful strategy, real outcomes, and a partnership built to last, let’s begin the conversation.
No pitch. Just a candid discussion to explore what’s on your mind & whether we’re a fit. We'll gather the full picture—documents, dynamics, and the outcomes that matter most. Then you’ll receive a clear, tailored strategy that aligns investments, estate, and long-term intent.
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