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Notes from McLaren

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What to do with Sudden Wealth

Our team works with a lot of investors that realize sudden wealth. This can take shape in many forms – inheritance, sale of a private business, appreciated equity compensation or private stock, or even a new professional career. New wealth provides new opportunities - but it also raises a lot of questions. Here is what we think about when advising clients receiving a substantial cash payment for the sale of private company stock.

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