A letter from the CDI team
On inheriting something you didn’t ask for.
Most of the women we work with received their wealth without an instruction manual. Sometimes through an inheritance, sometimes through a divorce, sometimes through the sale of a venture they shared for years. In every case, the same question: “What do I do with this now?”
The first thing we do isn’t propose a strategy. It’s listen. We want to understand your situation, your family, your timing, your fears — before saying anything about returns or instruments.
Then we show you a simple map of what you have. A written diagnosis, in plain language, that you can read with whoever you choose (a partner, your children, your lawyer, or no one at all). You decide the next step.
— The CDI Capital team