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Someone steered them to Myron Sugarman, a San Francisco attorney who specializes in estate and taxation issues. “Myron has got clients who are worth far more than me,” Fiddler says. “He’s seen this movie over and over again.” Sugarman led the couple to the conclusion that help would be essential. You don’t just stick this kind of money in your savings account. “I realized there was going to be a lot of work involved in managing this that I had no interest in and no aptitude for,” Fiddler says. “It’s real work.” The Fiddlers needed an entourage. Enter Dennis Covington, the founder of a boutique wealth firm called Ohana Advisors.
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Michael Mechanic (Jackpot: How the Super-Rich Really Live—and How Their Wealth Harms Us All)