Financial Planning for Inheritors with Daria Victorov

Today, we’re joined by a special guest, Daria Victorov, who is a financial advisor at Abacus Wealth Partners, and specializes in working with young professionals in tech and those who have come into wealth at a young age. Join us as we dive into the topic of financial planning for young inheritors. We'll explore the unique challenges and opportunities faced by those who come into wealth early in life, and Daria will share her insights on how to navigate this complex journey. Whether you're a young inheritor yourself or simply curious about the financial dynamics of inherited wealth, this episode is packed with valuable information and practical advice. 

For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

What You’ll Learn in this Episode:

• How Daria got into the niche of working with young inheritors
• The age demographic of a “young inheritor” and a few things they struggle with
• When inheritors typically come to seek guidance from a financial advisor
• The approach many inheritors take after inheriting wealth
• Why managing money is important for everyone, regardless of your income level
• The emotional and social struggles young inheritors face
• Why some young inheritors struggle with lifestyle adjustments
• Some of the initial responses financial advisors see with the inherited money
• How family dynamics play when it comes to inheritance and trusts and how an independent party can help navigate those family dynamics
• How long it can take some to create a build financial confidence

Stay Connected:

• Connect with Daria via email at [e-mail] or on LinkedIn
• Connect with Mary Beth on Twitter, Instagram, and on LinkedIn 
• Connect with Neela on Twitter, Instagram, and on LinkedIn
• Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn