Receiving an inheritance can be a strange thing. While you are still in mourning, you realize that someone close to you has entrusted you with their money or assets. And these are now your responsibility. Many people feel a complex mix of emotions—grateful, heartbroken, and overwhelmed all at once. Fortunately, working with a wealth planner can help you navigate this responsibility.

Affluent investors hungry for financial advice have their pick of wealth managers to help them. It’s a crowded field, and because of that, it stands to reason that not all are created equal.