Client Background
A client with significant illiquid investments from a previous advisor sought our assistance in aligning their portfolio with their financial objectives.
Challenge
The client’s portfolio was heavily concentrated in real estate and other illiquid assets, which limited their access to funds and misaligned with their liquidity needs. These investments were suitable for others but not for their goals.
Solution
We identified quarterly liquidation opportunities within their investments and systematically sold the maximum allowable amounts. The proceeds were reinvested in liquid, long-term investments that better aligned with their objectives, executed over multiple years to optimize value.
Results
The client’s portfolio transitioned to a more liquid, diversified structure, aligning with their financial goals. They gained greater flexibility and control over their assets, ensuring their investments supported their lifestyle and future plans.
Are illiquid investments limiting your financial flexibility? Contact Michael Brady for a personalized consultation to discuss how your wealth can align with purpose and possibility.