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Liquidity Event Playbook: Tax Optimization and Thoughtful Wealth Planning

Join the Cerity Partners Family Office for valuable insights, including tax planning strategies to consider before and after a liquidity event, as well as best practices for managing the proceeds. Drawing on their extensive experience, panelists will address topics that can help you reduce taxes and preserve more of your family’s wealth.

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

Estate Planning Tax Strategies with the One Big Beautiful Bill Act

September 22, 2025 - On July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. A major component of the OBBBA was to…

Economic and Market Outlooks

Video: September 2025 Economic & Market Outlook

September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…

Ben Pace

Partner & Chief Investment Officer

Individuals and Families

How AI Is Affecting the Global Economy

September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…

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