Liquidity Events

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Liquidity Events 2017-06-02T17:58:52+00:00

Liquidity Events

Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years. Clients undergo a range of emotions when going through these life changing events – they feel extremely happy, nervous and uncertain all at the same time. At Callan Capital, we provide a roadmap and financial plan to navigate these emotionally-charged circumstances, which provides peace of mind and direction.