Managing a Windfall: Best Practices After a Liquidity Event
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A Free Live Webinar With Simon Quick Advisors
We’ll help You Determine the ‘Right’ Decisions — Register Now
A Windfall Can Feel Overwhelming
A business sale, IPO, inheritance, or legal settlement can bolster your wealth and open the door to life-changing opportunities. But these windfalls typically come with complexity, tax consequences, and time-sensitive decisions.
In fact, some of the biggest financial mistakes we see are made right after receiving a windfall.
Whether you’ve just experienced a liquidity event or one is on the horizon, you don’t have to approach it blindly — or alone. In this webinar, Connor Donovan, CFP®, Lisa Manzolillo, CFP®, CDFA®, and Garrett Wells, CFP® will walk you through a strategic framework for making deliberate, coordinated decisions across areas of your financial life.
What you will learn during the webinar
Many people make costly mistakes right after receiving unexpected wealth. Learn how to avoid common pitfalls and take control with confidence.
Discover a simple, strategic framework — Pause → Plan → Prioritize → Implement — to help you make thoughtful, coordinated decisions.
Understand why managing a windfall requires careful planning across advisors, timing considerations, and tax strategy.
Learn how to integrate sudden wealth into your long-term financial goals without disrupting your overall strategy.
We’ll walk through real scenarios of business sales, inheritances, and settlements — and how each was handled effectively.
Explore how to align investment strategy with your needs for access, security, and legacy planning.
We’ll help You Determine the ‘Right’ Decisions — Register Now
Fill out the form below and secure your spot today. Access professional insights, eye-opening anecdotes, and practical strategies to enhance the opportunities of a windfall.
About Simon Quick Advisors
At Simon Quick Advisors, we understand the unwieldy challenges that wealth can create — because our founders faced them too.rnrnIn 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.rnrnIn 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.
The Trust We’ve Earned
When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.u0022
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein.
No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services.