Liquidity events are pivotal, often once-in-a-lifetime events that fall into one of four categories:
• Negotiating a divorce settlement.
• Selling a business or major asset.
• Receiving an inheritance.
• Negotiating an accident compensation payment or legal settlement.
Each scenario is very different, but they all involve receiving significant funds and they’re all events that you may not be fully prepared for – financially, but also emotionally. Our experience with liquidity events means we’re able to take the stress out of the situation, ensuring you make informed choices that will support you in achieving your life goals.