Illiquid Assets

Illiquid Assets

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Illiquid Assets

Illiquid Assets definition:  Family businesses and real estate (especially commercial real estate) are complicated assets to sell or liquidate. These assets are harder to value accurately because of few comparable sales. Because the market for these assets is more scarce, determining a value for estate planning and passing these assets on to descendents is more difficult.  The value of illiquid assets may be the most highly appreciated assets in the estate, resulting in capital gains tax when sold.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is illiquid assets?, illiquid assets definition, illiquid assets family office, illiquid assets term, define illiquid assets, illiquid assets wealth management, illiquid assets multi-family office, illiquid assets single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel