Financial advice for inheritors, built on four generations of experience
I’m an inheritor, and I’m fortunate that my family passed down an understanding of the responsibility of wealth and the logistics of managing family wealth across generations.
It’s what drew me to working with inheritors, something I’ve been doing for almost a decade. I know money can be scary, but I promise it doesn’t have to be.
When you’re grieving the loss of a loved one, you need to do less, not more.
Whether you are a current or future inheritor, you may be wondering what to do with a large cash inheritance or a tangle of assets including irrevocable trusts, LLCs, family businesses, investment real estate, and other illiquid assets.
You need someone to provide advice and guidance on making the most of an inheritance, someone who has been through this before and knows what to look out for.
YOUR OLD WHITE MAN TRANSLATOR
Hi, I’m Katherine!
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, helping 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.
LET’S WORK TOGETHER→
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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.
More than anything, Sunnybranch is a place where you can show up how you are, without fear of judgment. My job is to get you where you want to go, and figure out how your wealth can help you along the way.
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Your priorities are ALWAYS front and center.
I’m a fiduciary, fee-only financial advisor. Which means I’m legally required to consider your best interests whenever I make recommendations.
But more than that, I want to know what you’re all about, and what’s keeping you up at night.
My work with clients dives into the technical aspects of investment management and financial planning, but it’s about way more than that.
We’re going to talk about every area of your life that money touches.
And I’m here to help you with all of it.
Together, we use your goals to build a customized inheritance or financial plan based on your hopes, dreams, and worries.
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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 the wealth management industry, helping people define and meet their financial goals as an Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER®.
I’ve been doing this work for almost a decade, and founded Sunnybranch in 2022 to create the firm I knew was missing in the wealth management space.
A firm by and for younger inheritors.
A firm dedicated to helping those of us trying to navigate their place in the world and understand what family wealth means for their future.
Financial planning that puts your values first
Have you ever gotten “expert” advice from a lawyer, financial advisor, or CPA and then thought:
“That sounds OK…but I’m not sure it’s really what I want to do”
or
“What did they just say? Was that English?”
As a Sunnybranch client, you get to say the quiet part out loud. When you’re working with me, YOU decide on your path forward. My role is to provide education, empowerment, and support as you become an expert in your current or future wealth.
BUILD A FUTURE YOU’RE PROUD OF