A financial windfall, whether from an inheritance, the sale of your business, an executive bonus, or other liquidity event, presents a unique opportunity to enhance your wealth. Thoughtful planning ensures your newfound assets align with your long-term goals and financial security.
What’s Next?
Pause and Plan:
Before making major decisions, take time to assess your financial picture. A measured approach helps prevent emotional spending and ensures strategic decision-making.
Tax and Considerations:
A windfall can have significant tax implications. Our team at Mason can help you navigate tax-efficient strategies, such as charitable giving, tax-loss harvesting, and contributions to tax-deferred accounts to minimize liabilities and maximize benefits.
Wealth Preservation and Growth:
Safeguarding your assets is just as important as growing them. We work with you to develop an investment strategy tailored to your risk tolerance, time horizon, and legacy objectives.
Philanthropic Giving, Gifting, and Legacy Planning:
If giving back is a priority, we help structure charitable giving vehicles, such as Donor-Advised Funds (DAFs) or private foundations, to maximize both impact and tax advantages. We also can help you give your loved ones a head start with a plan for educational and other gifts.
Let’s Start a Conversation
At Mason, we specialize in guiding high-net-worth individuals through complex financial decisions and ensuring your windfall is a catalyst for long-term financial success. If you’re not yet working with Mason, let’s discuss how to make the most of your windfall opportunities and plan for the road ahead. Contact an advisor. https://masoncompanies.com/talk-to-financial-planner/
Mason is an independent, planning-centric advisory firm that has been providing wealth and investment management services for more than 40 years.
Disclaimer: This communication is for informational purposes and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Services are offered through Mason Investment Advisory Services, In. (“Mason”) an independent adviser registered with the U.S. Securities and Exchange commission. Registration does not imply a certain level of skill or training. More information about Mason, including our investment strategies, fees, and objectives, is included in the Form ADV Part 2, which is available upon request. This is not an offer or solicitation for investment advisory services.
