LIQUIDITY EVENT planning
LIQUIDITY EVENT PLANNING
Liquidity events—such as a business sale, IPO, inheritance, or marital transition—demand sophisticated, forward-thinking planning. We provide personalized guidance before, during, and after these events with an aim to support after-tax efficiency, minimize liabilities, and align newfound wealth with long-term goals.
In consultation with our client’s tax and legal advisors, our team employs tax-aware strategies like tax-loss harvesting, asset location, and income tax planning—particularly for concentrated stock or private market assets. We also build customized risk frameworks to address liquidity needs, market shifts, and legacy priorities.
The Long View: Wealth Planning Ahead of a Business Sale
Selling a business is often the culmination of years of hard work—but the process brings emotional and financial complexity. Proactive planning is essential to navigate due diligence, negotiations, and life after liquidity.
Justin Miller
Partner, National Director of Wealth Planning
Christopher Zander
President & CEO
LIQUIDITY EVENT PLANNING
Liquidity events—such as a business sale, IPO, inheritance, or marital transition—demand sophisticated, forward-thinking planning. We provide personalized guidance before, during, and after these events with an aim to support after-tax efficiency, minimize liabilities, and align newfound wealth with long-term goals.
In consultation with our client’s tax and legal advisors, our team employs tax-aware strategies like tax-loss harvesting, asset location, and income tax planning—particularly for concentrated stock or private markets assets. We also build customized risk frameworks to address liquidity needs, market shifts, and legacy priorities.
Partner, National Director of Wealth Planning
President & CEO
Selling a business is often the culmination of years of hard work—but the process brings emotional and financial complexity. Proactive planning is essential to navigate due diligence, negotiations, and life after liquidity.
Turning Liquidity into Lasting Wealth
Advanced Trust Structures
In consultation with our clients’ tax and legal advisors, we design and manage complex trust vehicles through our affiliate, Evercore Trust Company, N.A. —such as irrevocable trusts, GRATs, dynasty trusts, and charitable trusts—to optimize impact and support multigenerational wealth preservation.
Maximizing After-Tax Outcomes
In consultation with our clients’ tax and legal advisors, our team employs advanced strategies—including tax-loss harvesting, asset location optimization, and trust-based structures—to help minimize capital gains and income tax exposure.
Managing Illiquid Holdings
We seek to develop diversification and hedging strategies to unlock liquidity without disrupting market value or triggering avoidable tax events. These strategies aim to stabilize new wealth, and form protection against market volatility.
Turning Liquidity into Lasting Wealth
Advanced Trust Structures
In consultation with our clients’ tax and legal advisors, we design and manage complex trust vehicles through our affiliate, Evercore Trust Company, N.A. —such as irrevocable trusts, GRATs, dynasty trusts, and charitable trusts—to optimize impact and support multigenerational wealth preservation.
Maximizing After-Tax Outcomes
In consultation with our clients’ tax and legal advisors, our team employs advanced strategies—including tax-loss harvesting, asset location optimization, and trust-based structures—to help minimize capital gains and income tax exposure.
Managing Illiquid Holdings
We seek to develop diversification and hedging strategies to unlock liquidity without disrupting market value or triggering avoidable tax events. These strategies aim to stabilize new wealth, and form protection against market volatility.
Our insights on LIQUIDITY EVENT planning
BLOG
Qualified small business stock, or QSBS, can be a powerful wealth planning tool.
BLOG
March 17, 2023
The author Zig Ziglar once said, “Money isn’t the most important thing in life, but it’s reasonably close to oxygen on the ‘gotta
BLOG
Qualified small business stock, or QSBS, can be a powerful wealth planning tool.
BLOG
February 26, 2021
Business founder-owners are often so focused on managing their businesses that they struggle to prepare for the eventual
