Making the Most of Newfound Wealth


Strategies for Managing a Major Liquidity Event

Whether it's the sale of a business, a merger, partial cash-out, inheritance or some other significant liquidity event, there are many issues to contend with when you have a sudden infusion of cash.

Northern Trust can help you address both your short-term needs for managing this windfall and the long-term preservation and protection of your wealth. We will help you:

  • Create and manage a comprehensive wealth management plan
  • Minimize taxes
  • Diversify concentrated positions
  • Select the appropriate investment options for your goals and timeframe
  • Transfer wealth tax-efficiently to beneficiaries
  • Meet your philanthropic and legacy objectives

Enjoy the peace of mind that comes from having a trusted advisor, supported by a partnership built on the highest standards of integrity and putting your interests first.

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