Judy Barton, Senior Client Strategist for BNY Mellon Wealth Management. Courtesy photo The Next Chapter in Divorce: Finding the Right Wealth Adviser and When
A wealth adviser is one of the new members of the individual's team with whom they will have an ongoing and long-term relationship. Because this relationship will impact all aspects of the newly divorced individual's life, it is important to not only confirm the adviser's experience and background, but also that the expert is someone of whom they can build a relationship based on trust, confidence and dedication to their own well-being.
August 11, 2022 at 10:20 AM
6 minute read
Expert Opinion
Often times, going through a divorce will require one to seek a new team of advisers who will be dedicated only to their future needs. In fact, some advisers may end their historic relationship with a divorcing couple, necessitating a change. As an individual builds their team, the new team should collaborate and communicate with each other, for the individual's benefit. This communication ensures effective planning by taking into consideration the legal, financial and tax implications of the individual's new path. Another consideration is when to create the new team. Confer with a family law attorney during the divorce process and consider having a new team in place before the divorce is final.
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