Guide for high-earning families organizing wealth, continuity, and a plan the next generation can follow
5.0(1 Reviews)Alina Trigub helps high earners and families whose financial complexity has outgrown their organization create their wealth infrastructure. She organizes accounts and documents, connects the work of advisors, CPAs, attorneys, and insurance professionals, prepares clients for conversations about liquidity, risk, college costs, and estate planning.
Her perspective draws on tax consulting at Ernst & Young, private equity investor relations, two decades in technology, and her experience as an immigrant learning financial and investment systems from the outside.
Alina is not a financial advisor or CPA and does not provide investment, tax, financial, or legal advice. She turns scattered information into a system the family can follow, so financial knowledge does not live in one person's head. Spouses know what exists, where to find it, and whom to call. The next generation inherits a plan, not a puzzle.
She writes The Long Arithmetic, a newsletter for high earners rethinking wealth.
This session is for you to experience the power of building your personal financial infrastructure.
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Doug Babcock
Verified
“Alina was great to speak with. She asked me questions to make sure she understood my needs, walked through a framework that was understandable and applied directly to my situation and followed up to make sure I understood each step. She is a great resource and I look forward to working with her in the future.”