Defining A Post-Marital Investment Structure continued
Defining a Post-Marital Investment Structure
Janice’s wealth manager also began "coaching" Janice, enabling her to acquire the tools and knowledge she needed to understand her investments, the markets and how they have performed so that Janice could comfortably participate in her future investment decisions. Each quarter, Janice’s wealth manager sends her detailed reports and analyses on her investment portfolio. At least once a year, they meet to discuss Janice’s changing situation, including her philanthropic and life goals and the legacy she wants to leave for her children and grandchildren.
The expertise of the Investment Management group and the support from the Client Services team round out the services Janice receives from Sand Hill Advisors.