Financial Guidance & Values Aligned Investing for GenX, Millennial, and GenZ Inheritors
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A Financial Advisor for Your Inheritance
I’m an investment advisor who can help you manage a current inheritance, or plan for one that may come in the future.
Getting an inheritance can be a difficult, confusing, and emotional process. You need to become an overnight technical expert while navigating a web of grief, complicated emotions, and family dynamics after the loss of a loved one.
Make your life easier by working with an advisor to navigate a current or future inheritance.
I help current and future inheritors build wealth and define a legacy of positive impact and giving back.
I work with Gen X, Millennial, and Gen Z clients who have inherited wealth, are currently navigating an estate settlement, or expect to inherit wealth years in the future.
Sunnybranch is for anyone who doesn’t love the feel of the traditional financial advice industry.
You might want to give all your money away or build a legacy that doesn’t involve a partner or children.
Maybe you’re just tired of men telling you what to do with your money.
However you show up, I’ll help you build your plan to manage, grow, and give your inheritance.
Hi, I’m Katherine
I’m a CERTIFIED FINANCIAL PLANNER™, financial advisor for inheritance, and inheritor
I’ve always loved talking about money.
At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way. It was natural for me to end up in wealth management!
As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.
I founded Sunnybranch based on this principle, to help inheritors define their own legacy, plan for the future, grow their wealth, and become agents of change through comprehensive financial planning, impact investing, and philanthropic giving.
Why Work With a Financial Advisor for Inheritance?
There is no one-size-fits-all method or timeline from “planning for an inheritance” to “navigating an inheritance” to “stewarding and growing inherited wealth.”
As a Sunnybranch client, I’ll help you navigate a three-step process to manage your inheritance:
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Understand
You may have inherited a complex estate with irrevocable trusts, real estate, and illiquid assets, a “simple” probate estate, or you might not expect to inherit for decades. Whatever the case, the first part of our work will focus on understanding your situation and answering your most immediate questions.
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Imagine
Inherited wealth can change your life. Together we’ll explore the possibilities your new wealth creates as we build a long-term financial plan for your inheritance. For future inheritors, I focus on getting your financial life in order now and educating you on what to know about receiving an inheritance.
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Build
I’m in it with you for the long-haul. After navigating the steps of inheritance, we’ll build a plan together to grow your wealth and positive impact over the coming decades. Change is a constant, and I’ll be there at every step to help you adapt and pivot to whatever curveballs life throws your way.
Wealth Management for Your Inheritance
Put your money where your values are
If you’re:
Building financial security now with an expected inheritance in mind
Trying to understand the ins and outs of wills, trusts, and the estate settlement process
Finally have the mental space to deal with money you’ve already inherited
I can help you build a plan to meet your goals and help you use your wealth to create meaningful impact - whether that means growing your inheritance or creating a plan to give it all away.
Inheritance and Market News
