Different 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.