ROUNDTABLE
is will be a highly emotional time
in your life. Conflicting advice will
come from everywhere. Do not rush to
make decisions; take your time. Assem-
ble a team of highly qualified advisers:
trust/estate attorney, tax and financial
advisory. Select professionals you will
enjoy working with. Remember, trust is
key. Once assembled, begin to thought-
fully map out your near term and future
plans. is should be a 'life plan' that
includes your dreams, goals and happi-
ness as well as financial wellbeing. Avoid
pitfalls! Do not become a victim of
others desires, motivations or pressure.
Keep doing things you have always done
or wanted to do before jumping into
something vastly different.
TYLER GLOVER
Director of consulting
services, private
wealth management
William Blair
Anytime an individual
experiences a major liquidity
event, whether it's the sale of
a business, a large inheritance
or winning the lottery, there
are financial and emotional
elements involved. e big
question becomes: What is
the purpose of this capital and
what is the potential impact it
can have on lives, families and
communities? We have active
conversations with clients
about their financial objec-
tives, philanthropic strategy,
generational wealth approach
and capital deployment. Our
recommended strategy is the
culmination of efforts to ensure
proper planning, education
and risk management — not
just from an investment stand-
point, but also personal and
cyber security.
MARIBETH RAHE
President, CEO
Fort Washington
Investment Advisors
If a person wins a $1.5 billion
mega-millions lottery and
becomes your client, how
would you invest the money
on that person's behalf?
Hitting the
jackpot
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REALASSETS ADVISER
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