Navigating divorce, together

Private Wealth Management

Financial empowerment from the ground up

We believe divorce is an opportunity to re-imagine your story. Now is the time to take control. Know where you stand and what you want for your future. And realize that you’re not alone on your journey when you work with a team that appreciates what you face and has the experience to help you chart your path forward.

No matter how hard it gets, we will stand by your side as you turn the page and write the next chapters of your story, so you’ll never have to feel this way again.

Connect with us

Collaborating with family law attorneys

At any stage of a case – discovery, mediation, or following settlement – our collaborative approach helps clients understand what is possible and plan for a realistic future, making them better partners in the dissolution process and easing the burden inherent in effective advocacy.

We also provide continuing education on how to best counsel clients on the financial impact of divorce.

Insights to guide you forward

As Certified Divorce Financial Analysts®, we specialize in guiding women take their place in the financial driver’s seat, often for the first time. Each minute-long video tackles a unique element of divorce, well beyond the balance sheet, across three core themes.

Working together for better outcomes

Our team supports each client with care and empathy. While every case is different, our passion, process and the firepower we bring to a case never changes or wavers.

We love our work because of the impact we have as teachers, confidants, friends, and advisors before, during, and after a divorce.

Our team is organized around one express purpose: to help women navigate the challenges of divorce.

Our method creates a framework for clients to face the challenges of divorce and start their next chapter with confidence.

Team building is key to success, and how we work with experts – including attorneys and forensics – can make life easier and lead to better outcomes.

We can bring extra firepower to mediation sessions and settlement conferences, shifting the dynamic and helping clients make better decisions.

Look beyond the numbers to understand future and post-tax value of every position, how that impacts long term financial positioning, and avoid the financial traps that can ruin a great settlement.

Managing wealth, now and forever

Learn how to talk about wealth during and after divorce, the impact of gender on investing, and how our investment process and philosophy can be the foundation for long term success.

From practical building blocks to personal goals, we define our approach by helping clients understand their choices and make smart decisions to protect wealth over generations.

Patience and education, demystifying the financial world, and straightforward advice makes clients active partners, even if investing can feel like learning a new language.

Confidence comes from analyzing every element of the case – spending, assets, liabilities, and of course, what it means to keep the house.

Especially early in a divorce, focus on the purpose of wealth and structure decision making around key elements that have the most real life impact.

For both clients and attorneys, asking and answering these five questions can help define strategy, uncover the most meaningful priorities, and focus decision making.

Making sure your best interests are always well served and protected often takes a whole new team, especially during a divorce where entrenched advisors pick sides.

Real life, after divorce

From parenting plans to creating new trusts, there is a lot to tackle after divorce. True empowerment sees and addresses the whole person to so confidence can blossom in every aspect of life.

Things can go sideways at any point, even for seemingly iron-clad settlements, so staying on top of every detail is imperative for long term success.

Most attorneys and advisors can only speak to financial capital, but together we can help nurture qualitative capital, and watch clients thrive.

The interwovenness between gender and investing, and the particular challenges clients face after divorce, is baked into everything we do.

Hopefully both sides of a divorce strive to do their best for the children, but taking concrete action is imperative when financial, estate planning, and tax issues are at stake.

Avoid scrambling to handle estate planning and tax issues by preparing in advance, because the devil is always in the details.

Focusing on philanthropy can be impactful and rewarding, and serve as a gateway to financial confidence.

Direct Examination – A BHBA podcast, presented by UBS

On each episode of Direct Examination, a BHBA podcast, presented by UBS, Dan interviews family law attorneys, mediators and judges to discuss each guest’s personal and professional history while exploring key moments in their career and practices, landmark family law cases, and legislation that has special resonance.

Listen here!

Tools and resources

For every life stage—and every aspect of your finances—you can expect us to bring you important insights and thoughtful perspectives to guide you in moving ahead with more confidence.

Helping women take charge

Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. To us, it’s about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow’s.

Dive into our Own Your Worth research and start moving your money in the direction you want.

The unique challenges of women and wealth

Today, women are experiencing longer life spans and controlling greater wealth than ever before. The need and desire for informed wealth management advice is clear. Our compassionate and solutions-oriented approach has long focused on the perspectives women bring to the planning and investing conversations, as well as the importance of financial education as a foundation to making sound financial decisions.

Learn your money language so you can make the money move that is right for you.

Take the quiz.

Becoming single

How can you take control of your wealth if you suddenly have become single, due to divorce, separation or your partner passing away? These and other considerations can help you take up the reins of your financial life:

1. Choose your legal representation wisely—Speak to, and meet with, various lawyers to find the best fit.

2. Don’t be afraid to ask ‘stupid’ questions—Understanding exactly what’s happening with your finances will help you move confidently into the next phase of your life.

3. Take your time—Tackle the immediate issues first and call on experts and professional advisors to help you deal with longer-term challenges.

4. Assess your current financial advisors—Do you feel fully confident in them?

5. Welcome your new financial responsibility—Recognize that learning about your finances puts you in control of your wellbeing and happiness.

See the financial impact of divorce

Start getting involved with your wealth now

What’s your financial personality?

Are you afraid to take risks even when they might work in your favor? Or are you happy to throw caution to the wind without worrying about things going wrong?

Your financial personality can play a big role in the investments you choose. Some people are financial daredevils, willing and able to risk losing money for the chance of high returns. Others struggle to sleep knowing they’re risking their hard-earned finances. For them, the opportunity to grow their money just a little is a fair price for peace of mind.

So, what’s yours? And how might it affect your wealth?

Explore your financial personality

Five investment mistakes to avoid

We’re all human and we all make mistakes. But there’s a big difference between forgetting an anniversary and picking the wrong place to invest. Here are five common investment errors you’ll want to avoid.

1. Changing your investments too often: People in the investment industry call it ‘timing the market.’ And it’s very easy to get wrong.

2. Not checking and maintaining your portfolio regularly: Ignore your portfolio at your peril.

3. Letting big numbers blind you:Some choose ‘star’ fund managers and investments (alpha) because they’re impressed by how they’ve performed recently.

4. Sticking with losers, not winners:People fear losses more than they enjoy gains.

5. Staying too close to home: Are you missing the chance of growing your money by investing abroad as well as domestically

Learn more about the five common investment errors you’ll want to avoid

All your financial planning needs in one place

We stand ready to meet you exactly where you are as you transition into this new life stage. Our conversations will help you define your priorities as we educate you on planning components such as:

– Liquidity management and cash flow needs

– Asset replacement solutions (e.g., insurance, estate planning strategies)

– Tax and legal structures (e.g., trusts and philanthropic vehicles)

An effective financial plan starts with your goals. Get started on defining what’s important to you.

Take a self assessment

Navigating divorce, together

Empowerment Advisors

Financial empowerment from the ground up

Collaborating with family law attorneys

Request your report

Thank you! Your request has been submitted.

Insights to guide you forward

As Certified Divorce Financial Analysts®, we specialize in guiding women take their place in the financial driver’s seat, often for the first time. Each minute-long video tackles a unique element of divorce, well beyond the balance sheet, across three core themes.

Working together for better outcomes

We love our work because of the impact we have as teachers, confidants, friends, and advisors before, during, and after a divorce.

Our team is organized around one express purpose: to help women navigate the challenges of divorce.

Our method creates a framework for clients to face the challenges of divorce and start their next chapter with confidence.

Team building is key to success, and how we work with experts – including attorneys and forensics – can make life easier and lead to better outcomes.

We can bring extra firepower to mediation sessions and settlement conferences, shifting the dynamic and helping clients make better decisions.

Look beyond the numbers to understand future and post-tax value of every position, how that impacts long term financial positioning, and avoid the financial traps that can ruin a great settlement.

Request your report

Thank you! Your request has been submitted.

Managing wealth, now and forever

From practical building blocks to personal goals, we define our approach by helping clients understand their choices and make smart decisions to protect wealth over generations.

Patience and education, demystifying the financial world, and straightforward advice makes clients active partners, even if investing can feel like learning a new language.

Confidence comes from analyzing every element of the case – spending, assets, liabilities, and of course, what it means to keep the house.

Especially early in a divorce, focus on the purpose of wealth and structure decision making around key elements that have the most real life impact.

For both clients and attorneys, asking and answering these five questions can help define strategy, uncover the most meaningful priorities, and focus decision making.

Making sure your best interests are always well served and protected often takes a whole new team, especially during a divorce where entrenched advisors pick sides.

Request your report

Thank you! Your request has been submitted.

Real life, after divorce

Things can go sideways at any point, even for seemingly iron-clad settlements, so staying on top of every detail is imperative for long term success.

Most attorneys and advisors can only speak to financial capital, but together we can help nurture qualitative capital, and watch clients thrive.

The interwovenness between gender and investing, and the particular challenges clients face after divorce, is baked into everything we do.

Hopefully both sides of a divorce strive to do their best for the children, but taking concrete action is imperative when financial, estate planning, and tax issues are at stake.

Avoid scrambling to handle estate planning and tax issues by preparing in advance, because the devil is always in the details.

Focusing on philanthropy can be impactful and rewarding, and serve as a gateway to financial confidence.

Request your report

Thank you! Your request has been submitted.

Direct Examination – A BHBA podcast, presented by UBS

Request your report

Thank you! Your request has been submitted.

Tools and resources

Helping women take charge

The unique challenges of women and wealth

Becoming single

What’s your financial personality?

Five investment mistakes to avoid

All your financial planning needs in one place

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Start the conversation

Thank you! Your request has been submitted.