Those Dealing with Inherited Wealth

Did you know that almost 90% of family wealth disappears by the third generation? In fact, many people quickly blow their inheritance after receiving it.

NorStar Financial understands the urgent needs of individuals and families dealing with inherited wealth. We understand that people dealing with inheritance face irresistible lure of current consumption versus planning for long-time goals. With proper planning, maybe you don’t have to sacrifice either. We are here to guide you making wise decisions so that the inheritance enriches, not destroys, your life.

Complete Financial Planning for Clients Dealing with Inherited Wealth

 – Guidance on lifestyle decisions
– Wealth preservation
– Budgeting, cash flow and debt management
– Tax reduction strategies
– Investment recommendations
– And more…