A liquidity event most often is a defining financial milestone. But with that opportunity comes complexity. At Gryphon Financial Partners, we specialize in helping clients navigate the unique challenges and opportunities that come with significant financial transitions. Whether you are a business owner planning an exit, a corporate executive exercising stock options, or a professional athlete negotiating a new contract or endorsement, thoughtful financial preparation can make all the difference.
Taxes are often one of the largest and most overlooked aspects of a liquidity event. Strategies such as installment sales, charitable trusts, or entity structuring can help manage or defer taxes, if implemented early enough. Once the transaction is complete, many of these options are no longer available.
Asset protection is another key consideration. Sudden wealth can increase your exposure to financial risk and public attention. A strong estate plan, coordinated with the right legal structures and insurance coverage, can help protect your assets for generations to come.
Investment strategy must also evolve. A sudden influx of cash or a concentrated equity position can dramatically alter your investor profile. We help clients realign their portfolios to reflect this new financial landscape, thoughtfully balancing growth potential, capital preservation, private investments, and liquidity needs within the context of their long-term goals.
What our clients often seek is not just a financial plan, it is clarity. They want to feel assured that every angle has been considered, potential pitfalls have been addressed, and their decisions reflect the values and goals that matter most to their family, business, and legacy.
Our team brings a coordinated, forward-thinking approach to wealth planning (before, during, and after a liquidity event) so that each decision works toward supporting your long-term goals. If a significant financial milestone is approaching, now is the time to prepare.
Disclosure
This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Facts presented have been obtained from sources believed to be reliable. Gryphon, however, cannot guarantee the accuracy or completeness of such information. Gryphon does not provide tax, accounting or legal advice, and nothing contained in these materials should be taken as tax, accounting or legal advice. Individuals should seek such advice based on their own particular circumstances from a qualified tax, accounting or legal advisor.