Liquidity Hazard Planning for Families of Wealth

Consistently revisiting potential liquidity risk is important work for family investors, as many of these risks can lay silent for prolonged periods and become easy to overlook. In fact, unexpected liquidity demands can undo a lot of hard work and, in a worst-case scenario, force a fire sale of assets. By carrying out regular liquidity risk analyses and remaining mindful of the liquidity demands of private investment allocations, spending, and any additional currency fluctuations, family investors will be better prepared to navigate short-term disruptions related to liquidity and stay on track to deliver on their long-term objectives.