Berstein Reports - Tangible Transfers: Leveraging Liquid Wealth to Transfer Illiquid Assets

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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.