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The Hidden Half of Client Portfolios

Preserve the value of your clients’ illiquid assets.

Consider this proposition: Your wealthy clients own twice as much as you think. Three recent studies discussed below validate this assertion. Their liquid assets (the stocks, bonds and cash advisors tend to focus on) represent less than half (45 percent) of a typical millionaire’s portfolio. The other 55 percent consists of illiquid assets such as real estate, stock in privately owned companies and artwork.


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TAGS: Investment
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