Tangible Transfers: Leveraging Liquid Wealth to Transfer Illiquid Assets

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.