Planning for Liquidity Events

When Private Decisions Become Public Outcomes

Liquidity events often create sudden wealth, complex tax exposure, and emotional pressure. Whether through an IPO, business sale, or concentrated stock position, these moments require planning well before the transaction occurs.

WHY LIQUIDITY EVENTS REQUIRE EARLY PLANNING

Liquidity events compress years of financial decisions into narrow timeframes. Without preparation, individuals often face:

• Concentrated risk exposure

• Irreversible tax decisions

• Missed planning opportunities

• Advisor coordination gaps