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Advising a client on a large liquidity event

Situation

George recently sold his family’s manufacturing company for €5 billion. Awaiting a large inflow of funds, he was nervous about choosing a bank to deposit them into and wondered whether he was sufficiently prepared for the future. Having previously worked with J.P. Morgan to set up a trust, George returned to the firm for answers.

Our Approach

The team assured George that he would be supported throughout his wealth journey. They explained that he would be assisted by the Deposit Solutions team with his liquidity needs as soon as he received the funds. George would then partner with the team to develop a custom plan addressing both his short-term liquidity needs and long-term wealth goals.

Because George has family and business across the globe, he also wanted to make sure that his bank would be able to transfer funds when needed. The team explained that payments of any size can be transferred to or from international recipients without intermediaries or other clearing banks.

Outcome

George decided to place his funds with J.P. Morgan Private Bank. After finalizing the sale of his family’s business, George was able to distribute the proceeds successfully and invest according to his long-term goals. With a plan in place, George felt he was on a good path forward and received frequent check-ins from his team.

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Banking

How much cash is too much cash?

Jul 11, 2022

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All case studies are shown for illustrative purposes only, and are hypothetical. Any name referenced is fictional. Information is not a guarantee of future results.

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