Liquidity Events
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.
Initial Public Offerings
How to manage your investment portfolio post IPO.
Business Sales
Are you in the process of selling or have recently sold your business?
Sports & entertainment Contracts
Working with Agents & Professionals to plan for the future.
Inheritances
Managing tax and investments for intergenerational wealth transfers.
Insurance Proceeds
Are you expecting a payout from an insurance company?
Severance Packages
Managing severances, lump sum pensions and group savings plan transitions.
Commuted Value Pensions
Should you take your commuted value pension?
Legal Winnings
Have you recently won in court?
Lottery Winnings
How to manage lottery winnings and not end up another statistic.
Are You Interested
In Becoming A Client?
Wealth management is more than just managing your investments. Learn more about how we can help you.