Wealthy But Illiquid

Under certain conditions, illiquid wealth can quickly evaporate, or worse – assets can suddenly start to behave like liabilities. If you are successful, then you are wealthy – on paper. Illiquid assets carry a high potential for risk on the balance sheet. But individuals who hold illiquid assets tend to have many wealth planning opportunities too. In this white paper, Ballentine Partners CEO and Chairman Roy Ballentine takes a closer look at this wealth management challenge.