Inheritors

Our approach to serving clients with inherited wealth is truly distinctive. Wealth is about more than just money and we provide a community in which clients and their families can learn, connect and celebrate. You can rely on Fairport.

When you lose a family member, an inheritance can simultaneously feel like a gift and a burden. From our experience working with clients in transition, our advisors understand the overwhelming emotions you may be feeling and the financial responsibilities you may face.

Transitions

Fairport Wealth understands the individual needs of high net worth inheritors who:

  • Value attention to the emotional aspects of their financial decisions and want to learn how to better prepare their entire family for the future;
  • Are well-educated, but not necessarily well-versed in financial planning;
  • Are active within their communities and often focused on a variety of philanthropic activities.

The Fairport team makes a difference by providing strategies that are sensitive to the overwhelming experience of loss and inheritance. These strategies help put our clients at ease.

SOLUTIONS FOR WOMEN™

Fairport has been helping women, in particular, build their financial acumen and wealth for many years. In 1990, the team became an industry pioneer when it launched its first educational series for women designed to increase financial literacy and socially responsible giving. The program was the seed for the now highly acclaimed Luma Wealth Solutions for Women™ program, which has been designed for the individual learning styles of women. The program addresses a broad array of topics of particular interest to women, such as how to find the right advisors, charitable giving strategies, asset allocation and investment strategies and raising financially responsible children. Click here to sign up for an upcoming Luma Wealth event.

Dave and Margo

Inheritance Drives Wife to Seek Sound Advice

Dave and Margo’s finances had become increasingly complex. Both in their late 40s, they had two young daughters to raise and educate as well as their own careers to consider. When a major life event, the death of Dave’s father, left them an inherited property, they realized they needed some sound advice. Dave, who had risen to Senior Vice President of Product Management for a Boston-based tech firm, was also aware that his options at the firm would vest in the coming year and that he had to make a decision whether to sell or to keep them. Dave and Margo needed advice from an expert who could help them make these new assets work in an overall financial life plan. And they wanted to clearly understand how they would pay for that advice and ongoing investment management.

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