You're an entrepreneur living the American dream, A large corporation buys your company, paying for it with cash and stock,Your new wealth is a ticket to the exclusive club of more than 7 million people worldwide with a minimum of $1 million in investable assets. But how do you handle the financial complexity of such a major step? For example, how do you minimize the tax effects and the risks of exposure to a large block of a single stock? Or generate income for current needs and liquidity for future investments? For wealthy people today, growing their wealth is hard enough — but it is equally challenging to keep.
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