Your parents built this wealth.
But you are about to be responsible for it.
The advisor your parents used is not going to work for you. Not because they are bad – because the relationship was never built for the questions you are asking.
The money is coming, and nobody has talked to you about it honestly.
There is a version of your life where you inherit significant wealth: a trust, a family business, a portfolio your parents or grandparents built, and the advisor who managed it just sort of expects you to keep the relationship going. They know your parents. They do not know you.
Maybe you are already involved: you sit in the annual meeting, you see the statements, you have a vague sense of the structure. But nobody has actually walked you through what you own, what the plan is, or what decisions will eventually land on your desk.
The financial advice industry was not built for this moment. The transition to the next generation, the education, the governance, the values alignment, the sheer emotional complexity of inheriting money you did not earn, is treated as an afterthought.
You have questions nobody makes it easy to ask.
"I know there is a trust with my name on it but I do not really understand what it means or what I am allowed to do."
"My parents' advisor is perfectly nice but they have never once asked what I actually want."
"I feel complicated about this money and I do not have anyone to talk to about it who understands the complexity."
"I am building my own career and making my own money, but the inherited stuff is sitting there and nobody is helping me think about it as one picture."
"I want to do something meaningful with this: philanthropy, impact investing, but I do not know where to start without blowing up the structure."
These are the questions that determine whether generational wealth survives the transition or does not. We think it is because nobody took this conversation seriously early enough.
Your advisor. Your relationship. Your terms.
Financial education, not lectures
We walk you through what you actually own, trusts, entities, portfolios, real estate, in plain language. Not to patronize you, but because nobody else has done it. You should understand your own financial picture before making any decisions about it.
Separate relationship
Your DTWN advisor is yours. Not your parents. Your goals, your risk tolerance, your values, and your timeline are different. We treat them that way.
Integrated planning
If you are earning your own income alongside inherited assets, we plan across both. Your career comp, your investment accounts, the trust distributions, the family portfolio, all of it in one picture.
Values-aligned investing
If you want your money to reflect what you care about, ESG, impact, philanthropy, thematic investing, we build that into the strategy as an actual portfolio construction decision.
- Trust and estate education, what you own, how it works, what your options are
- Investment strategy that reflects your goals, not your parents' goals
- Coordination with family advisors, CPAs, and estate attorneys as needed
- Philanthropic strategy and giving vehicle design
- Ongoing relationship that evolves as the wealth transfer progresses
Start the conversation on your terms.
You do not need to know exactly what you have or what you want to do with it. You just need to be willing to start. We will meet you where you are.
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