young entrepreneurDifferent demographic from the more senior wealth generator atop our multi-generational family

  • Still actively generating wealth through development and sale of businesses.
  • Intermittent liquidity events.
  • Some liquidity from employment, but salary not primary wealth generator.
  • Maintains debt for personal and business uses, secured by liquid assets.
  • More interested in participating in investment process, but may desire to offload cash administration.
  • Stay-Awake Issues arise because they are more susceptible to short term economic anomalies due to being actively engaged in wealth generation and diversification.
  • Needs support with diversely located investments and assets.
  • Earlier stage estate planning and tax issues.  Still in high-earning period.