Liquidity Events are unique often once-in-a-lifetime occurrences that can pose significant Tax, Legal, Investment and emotional challenges.
Managing Liquidity Events
Initial public offerings, sales of private businesses, lottery winnings, commuted value pensions, sports & entertainment contracts, inheritances, legal winnings, insurance proceeds and severance packages are some of the most common liquidity events that we have experience dealing with.
Given the significant financial impact of these types of events we recommend seeking out Financial Professionals who have experience specifically with this type of planning.
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