Services

Legal Settlement Investment Strategies

Legal settlement investment strategies are customized, comprehensive portfolios that are designed for clients who have received a lump-sum of money as a result of a personal injury lawsuit. This is a space that can often be characterized by subtleties and complexities that do not typically arise in more conventional planning situations and, therefore, requires experience and expertise. If the settlement proceeds are to be held in trust for an incapacitated individual, the proposed investment strategy may be required to be presented before a judge in order to receive court approval. There also may be various parties involved, of which careful coordination and integration is imperative. As the Advisor in these situations, we work with a team of legal and tax professionals, parents/guardians, trustees, and corporate trustees to help ensure that the investment strategy remains appropriate and continues to function in accordance with the needs of the client. We have been devising and managing investment strategies for recipients of personal injury settlements since 2010. Their stories inspire us, their resilience amazes us, and the bonds that we’ve formed are incredibly meaningful to us.