^Blog Navigating Wealth After Loss: How Three60’s Family Office Can Help You Take Control

Losing a spouse is not only an emotional transition but also a financial one. If your late spouse managed your family’s financial affairs, you may now find yourself responsible for significant wealth, without the experience or confidence to make informed decisions. You don’t have to face this challenge alone.

Three60’s Family Office is here to support you with a proactive and holistic approach to wealth management. We specialize in helping families like yours navigate financial complexity with clarity and confidence.

What is Three60’s Family Office?

Unlike traditional financial advisors, our Family Office model goes beyond investment management. We serve as your dedicated financial team, integrating estate planning, tax strategies, investments, and long-term financial security, all customized to your needs.

Our approach ensures that every decision aligns with your goals, helping you avoid the stress of coordinating multiple advisors on your own. We act as your financial guide, making sure every part of your wealth is working in harmony.

How Three60 Supports You

At Three60, we understand that widows face unique financial concerns. Our services provide:

• Independent, objective financial advice – We work for you, and are not tied to any financial organization.
• A structured, step-by-step approach – We help you understand your financial situation and create a plan that suits your needs.
• Coordination with your existing advisors – We ensure all professionals work together seamlessly by coordinating with your other professional advisors.
• Investment management from top Canadian firms – We align you with the right professionals for your unique situation.
• A sounding board for financial decisions – We offer guidance, so you don’t have to make difficult choices alone.
• Peace of mind – With us on your team, you’ll gain confidence in your financial future.

Why Work With Three60 Instead of a Traditional Financial Advisor?

Many widows in your position have worked with financial advisors before. However, traditional advisors often focus solely on investments, leaving tax planning, estate considerations, and overall wealth strategy uncoordinated. At Three60, we take a comprehensive approach, helping you manage all aspects of your financial life, not just your investment portfolio.

Instead of working with separate professionals who may not communicate with each other, Three60 collaborates with all your professional advisors. We ensure your wealth is managed proactively, preventing costly mistakes and missed opportunities.

Take the First Step with Three60

Adjusting to your new financial reality can feel overwhelming, but you don’t have to do it alone. Three60’s Family Office service is designed to help you regain control, gain confidence, and secure your financial future.

We invite you to connect with us for a complimentary conversation to discuss your unique situation. There’s no pressure, just expert guidance to help you move forward with clarity and peace of mind.

To learn more or schedule a conversation, visit Three60Wealth.ca or call us today at (403)640.4414.

Authored by: Jason Nagel, at Three60 Wealth