Defining Your Goals
Let’s understand what’s important to you now, and in the future.
Financial Advisor for Inheriting Wealth
Inheriting wealth isn’t always simple. We’re an award-winning, independent wealth management firm dedicated to helping you move forward with confidence and care.
$1.8B
in AUM (as of 3/31/2025)
300+
Families & Individual Clients
100%
Employee & Family Owned
Inheritance Advice for 20+ Years
For over 20 years, Zuckerman Investment Group has helped individuals and families navigate the opportunities and challenges that come with inheriting wealth. Choosing the right financial advisor when inheriting wealth can make all the difference — bringing together expertise in financial planning, investment management, tax strategy, estate planning, and more.
As a financial advisor specializing in inherited wealth, we understand that every inheritance carries both emotional and financial complexity. Our thoughtful, personalized approach helps you protect what you’ve received, plan for what’s next, and honor the legacy behind your inheritance.
Recognized in Our Industry
For all award disclosures, please click here.
Why We’re the Right Financial Advisor for You
Inheriting wealth comes with unique opportunities — and unique challenges. You deserve more than generic financial advice. You deserve a trusted financial advisor with experience guiding individuals and families through the complexities of inherited wealth.
We’ve helped individuals just like you protect their inheritance, plan for their future, and honor their family’s legacy. Together, we’ll create a personalized strategy that helps you make the most of what you’ve received — and feel empowered about what comes next.
Proven
We have years of experience working with individuals and families inheriting wealth, and understand how to blend your unique asset allocation, liquidity requirements and tax situation into a cohesive financial plan customized for your future success.
Comprehensive
We take a holistic approach to wealth management, working with your accountant, estate planning attorney and full team of advisors to optimize every aspect of your finances.
Investors First
We are investors and researchers, not salespeople or asset allocators, singularly capable of making disciplined, data-driven decisions about your portfolio.
Aligned Interests
We invest directly alongside our clients, fully aligning our interests with your own. If your account goes up or down, so does ours.
You deserve comprehensive advice for your inheritance. Now you can have it.
At Zuckerman Investment Group, you don’t just get a financial advisor — you get a team of partners who are dedicated to helping you make sense of what you’ve received, protect it, and build a plan for what’s next. For us, it’s never just about managing money — it’s about helping you honor your family’s legacy and create your own.”
Daniel Zuckerman, Partner & CEO
Comprehensive Services & Advice for Inheriting Wealth
Comprehensive Finanical Plan
An all-encompassing plan that is centered around knowing you, your family, and your finances.
Customized Investment Plan
Design and implement a strategy that aligns with your unique financial circumstance.
Coordinate Your Team of Advisors
Collaborate with your advisors to optimize the strategy and objectives of your financial plan.
Tax Planning
Work alongside your tax professional to implement efficient tax strategies.
Estate Planning
Work alongside your trust and estate attorney to make sure your estate aligns with your financial goals.
Understand Complexity of Family Trusts & Asset Structures
Guidance and ongoing management for financial complexity.
Philanthropic Planning & Charitable Giving
Explore your charitable goals and potential tax implications to create and implement a strategy fit for your needs.
Retirement Planning & Projections
Set goals and create a strategy to ensure a secure retirement.
Educate Your Children on Your Finances
Trust and transparency with the next generation to prepare for wealth transfer and establish a secure financial future tailored to the needs of the entire family.
Private Investments
Access to unique investment opportunities. Insight, analysis and counsel of your one-off investment deals.
Education Planning & Funding
Estimate education costs and review investment strategies to reach your education planning goals.
Let’s Talk About Your Future
No hard sales. No products to push. We just want to get to know you.