To have financial freedom, it’s not enough just to have wealth. You need “liquidity”—the ability to access and spend your capital when you need it. But what if your money is largely held in assets you would prefer not to sell right now?
A comprehensive wealth management plan offers flexible options to help handle unexpected events, both positive and negative.
When a client comes to us for guidance on these issues, we take an all-hands-on-deck approach by bringing in experts from our banking and private wealth management teams to evaluate the situation from all angles.