SETTLEMENT PLANNING PARTNERS
A virtual family office for settlement recipients
Guidance today. Security tomorrow.
A significant settlement can change your life — but receiving the money is only the beginning. As your Settlement Virtual Family Office, we help you protect what you fought for, coordinating your financial strategy with your attorney, CPA, and other trusted advisors.
"What does this settlement need to accomplish for me and my family over my lifetime?"
The Settlement Planning Blueprint
A comprehensive approach to what comes next
One client. One strategy. A coordinated team.
We serve as a financial quarterback, helping coordinate the client's financial strategy with the appropriate professionals, including their attorney, CPA, estate-planning attorney, financial professionals, insurance specialists, trustees, and other advisors.
We don't replace the client's trusted professionals. We help bring them together around one coordinated financial strategy.
Why attorneys refer clients to SWS
- Enhances the value you provide to clients
- Provides access to coordinated financial planning
- Helps protect the settlement you fought for
- Preferred involvement before settlement decisions are finalized
- Responsive, professional, and discreet
Ideal Cases
Settlement Wealth Strategies is built for clients navigating significant legal recoveries — cases where the money represents a turning point, not just a transaction.