Navigating Liquidity Events: Tax‑Efficient Strategies for Thoughtful Wealth Planning
Adam will spend an hour deep diving into how to turn a liquidity event into a lasting legacy in this session. A business sale can be the biggest financial moment of your life, or your biggest missed opportunity. In this exclusive Master Class Session with Cerity Partners, business owners will learn the proven strategies used by sophisticated families to reduce taxes, preserve wealth, and convert a one-time liquidity event into multi‑generational impact. Discover how early planning, advanced trust and tax strategies, and a disciplined investment framework can mean the difference between losing up to 40% to taxes or keeping more of what you’ve built.
A few discrete topics that Adam will cover include:
- How proactive planning helps business owners avoid costly, irreversible mistakes
- A three-stage planning framework to optimize outcomes before, during, and after a liquidity event
- Proven strategies to reduce taxes, preserve estate value, and enhance charitable impact
- A financial planning model that simplifies complex post-sale financial decisions
- A practical “bucket” investment strategy to balance liquidity, income, and long-term growth
The goal will be to have you all leave the session with a clear, actionable playbook to move from being a successful entrepreneur to a confident steward of lasting wealth.
Adam Sandler is a Senior Principal with Cerity Partners’ Family Office. He leads their advanced planning practice, working closely with families on estate, tax, and business succession strategies. Cerity Partners is an independent full-service wealth management firm with over $145 billion in assets under management.
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