Plan to make the most of your inheritance
Receiving an inheritance is an overwhelming experience, emotionally and financially. Ellevest’s experts can help you put your money to work — and your mind at ease.
how can we support you
Managing assets
Revising retirement plans
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Prioritizing financial goals
Assessing investment impact
Protecting financial legacies
Managing assets
Revising retirement plans
Prioritizing financial goals
Assessing investment impact
Protecting financial legacies
Choose a team that gets women’s finances.
Ellevest was built specifically to account for women’s differences. Traditional financial companies weren’t.
Different needs
62% of women say they have unique investment needs that aren’t understood by other advisors.
Different lifespans
74% of women die single — meaning we ultimately benefit from staying in control of our own finances.
Different priorities
79% of women say they want to invest for positive environmental, social, and governance impact.
Align your inheritance with your values — starting today.
Book a complimentary intro call with one of our all-women experts to talk through your next steps around receiving an inheritance.
