A liquidity event is when illiquid equity—like ISOs, RSUs, or founder shares—can be converted into cash or tradable stock. But wealth doesn’t manage itself. This guide walks through how to approach liquidity events thoughtfully, from pre-IPO planning through long-term wealth strategy.

Family Limited Partnerships (FLPs) can be a strategic estate planning tool for families with substantial assets, offering potential tax efficiencies, asset protection, and control retention. Brickley Wealth Management works with families to assess if an FLP aligns with their broader financial and legacy goals.

An IDGT allows high-net-worth families to freeze the value of a portion of their estate and shift future growth to heirs—tax-free. When paired with proper planning, it can create multigenerational advantages while reducing estate tax exposure.

The FHFA is exploring portable mortgages, a structure that could let homeowners carry their mortgage rate to a new home. While the idea may unlock housing inventory, structural and market risks make its path uncertain.

For self-employed individuals and owner-only businesses, the right retirement plan can lead to major tax savings. SEP IRAs offer simplicity, while Solo 401(k)s allow for higher contributions, Roth options, and greater planning flexibility—if opened before year-end.

Tender offers give private company employees a rare shot at liquidity—but deciding how much to sell is rarely clear-cut. This framework helps you evaluate the tradeoffs between risk, reward, and long-term flexibility.