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The family that would not sell when it could choose the timing ends up selling when the timing chooses them.
The family that would not sell when it could choose the timing ends up selling when the timing chooses them.
For many families, the friction of selling consistently outweighs the benefits, right up until the moment it no longer can. That moment arrives at the worst times. A death, a divorce, a capital call, a partner who wants out, or a tax bill due at the next deadline.
I'll be discussing these ideas at the Notre Dame Tax & Estate Planning Institute, October 28–30, 2026.
Register for the conference to attend my presentation and the other sessions.
https://lnkd.in/ehEjXur5