Are you expecting a Future Liquidity Event?

Recently, we've had the opportunity to work with both new and existing clients who are

experiencing significant financial windfalls. These windfalls often come from the sale of

a business, private company liquidity events, stock options and RSUs, or the sale of

highly appreciated real estate. Each of these situations can greatly improve a client’s

financial standing, but they also require careful planning to ensure that the benefits are

fully realized.

Why is early planning essential?

1. Maximizes Tax Efficiency: Early planning allows time to implement strategies that

minimize tax liabilities.

2. Optimizes Financial Outcomes: It ensures you can adjust investments, manage cash

flow, and diversify assets effectively.

3. Ensures Estate and Succession Planning: Proper planning helps structure wealth

transfer smoothly and efficiently.

4. Mitigates Risk: It provides the opportunity to select optimal timing and protect both

current and future assets.

5. Aligns with Personal Goals: Early planning ensures your family’s goals and needs are

met without unnecessary stress.

Planning ahead is key to making the most of a financial windfall and ensuring that it

contributes positively to your long-term financial health.