Financial advisors outline cash flow strategies for high net worth clients

8 articles · Updated · InvestmentNews · May 6

Patrick Marcinko of Bogart Wealth, Paula Bindert of Prairie View Wealth Partners and Howard Sharfman of NFP Insurance Solutions said liquidity gaps can hit wealthy families.
They said concentrated holdings in real estate, private businesses or private equity, plus tax bills and capital calls, can force poorly timed sales and extra tax costs.
Recommended responses include building accessible reserves across taxable, tax-deferred and tax-free accounts, coordinating withdrawals and using flexible credit to protect long-term growth, retirement income and legacy plans.

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