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Preparing a goals-based approach for a client’s liquidity

Situation

Evangeline’s mother recently passed away and left her with a large sum of money. As her three adult children were starting families of their own, Evangeline reached out to her J.P. Morgan team to see how she could structure her liquidity to grow steadily over time and support future generations of her family.   

Our approach

After listening to Evangeline’s goals, the J.P. Morgan team partnered with her to develop a structure for her wealth. The team helped sort her cash into various buckets for all her needs, including everyday liquidity and a reserve for dry powder to make strategic, long-term investments. The team also respected her wish to have additional cash set aside to serve as a psychological safety net. For the investments, the team worked with Evangeline to find opportunities where her cash could be used to help her grow capital for the next generation.

Outcome

Evangeline and her J.P. Morgan team developed a portfolio that was 80% investments and 20% cash. She was pleased to know that her portfolio structure and regular reviews with the team were helping her move one step closer to achieving her goals. 

IMPORTANT INFORMATION

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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Advising a client on a large liquidity event

George was unsure how to allocate his large inflow of funds.

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