About the Webinar
In this Simon Quick Advisors webinar, Managing a Windfall: Best Practices After a Liquidity Event, Chief Marketing Officer Darcy O’Brien and a panel of experts discuss how to approach major financial windfalls with strategy and confidence. The session covers common sources of liquidity events, mistakes individuals often make after receiving sudden wealth, and practical steps to preserve and grow those assets. Designed for high-net-worth individuals, the webinar provides a framework for making thoughtful financial decisions that align with long-term goals and family priorities.
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About Simon Quick Advisors
At Simon Quick Advisors, we understand the unwieldy challenges that wealth can create — because our founders faced them too.
In 2004, Leslie Quick was frustrated with financial firms that prioritized sales over service, so he established a multi-family office to provide independent, fiduciary management for his family and others. Similarly, J. Peter Simon, his brother William E. Simon Jr., and their father, former Secretary of the Treasury William E. Simon, opened a family office to protect and grow their family’s legacy.
In 2017, these two firms united to form Simon Quick Advisors, combining their shared values and deep expertise to better serve clients. Today, we continue their mission to deliver wealth management that’s built on trust, not transactions.
