Katherine Fox (CAP, CFP®)
Katherine Fox focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Millennials
- Socially Responsible Investments
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Millennials
- Socially Responsible Investments
- Tax Planning
Planning Specialties
When you’re grieving the loss of a loved one, you need to do less, not more.
Whether you are a current or future inheritor, you may be wondering what to do with a large cash inheritance or a tangle of assets. Or, you might need help navigating the emotional minefield that is growing up rich.
You need someone to provide advice and guidance on making the most of an inheritance, someone who has been through this before and knows what to look out for.
Explore more about Sunnybranch on book a call to chat more.
Additional Information
Sunnybranch provides financial advice for inheritors, built on four generations of experience.
I’m an inheritor, and I’m fortunate that my family passed down an understanding of the responsibility of wealth and the logistics of managing family wealth across generations.
It’s what drew me to working with inheritors, something I’ve been doing for almost a decade.
I know money can be scary, but I promise it doesn’t have to be.
NAPFA Start Date
September 23, 2022
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