Why Smart Investors Plan Their Wealth Before A Liquidity Event

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News Source : Forbes

News Summary

  • Pre-liquidity planning is about setting up your finances so that when you sell your business or cash out, you’re ready to keep as much money as possible and pass it on your way
  • The three big tools we’ll talk about are estate freezes, entity structuring and insurance wrappers
Anatoly Iofe is founder and CEO of IceBridge Financial Group, a global multifamily office based in Boca Raton, Florida.gettyImagine youve just sold your business for millions. Champagnes popping, [+5993 chars]

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