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.

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