What To Do When Liquidity Washes Over You

What To Do When Liquidity Washes Over You

One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
 
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.

Don’t Get Scammed

We are consistently bombarded by hackers, spammers or whatever you like to call them.  They use our phone — voice and text — email, social media, and other devices, to attack us. This is a very lucrative business for the cybercriminals. It is estimated that...

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