Trusts & Estates
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Trusts & Estates
Tangible Transfers: Leveraging Liquid Wealth to Transfer Illiquid Assets
![](https://assets.wealthcounsel.com/articles/Thumbnail-Tangible-Transfers.png)
by Francis W. Dubreuil, National Managing Director, Wealth Management Group and Jon Ruff, Director, Wealth Management Group
Bernstein Wealth Management Research Reports
This report discusses:
- The planning required to transfer a family's illiquid assets need not to be dauntingly complex
- In some cases, families can use liquid wealth to help transfer illiquid property
- Our research can help quantify the benefits of such a strategy - in tax savings and wealth transferred
Learn more about constructing and executing a sound wealth transfer plan by downloading this document.
Complete the form to get your free guide
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