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Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Sizing a Liquidity strategy (earlier edition)

research note, Research desk. Published on corpus day -30; reviewed every 90 days.

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Replaced by Sizing a Liquidity strategy (day 2). Kept here so a past citation can still be read as it stood.

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  1. p1

    A Liquidity strategy is sized to cover one to three years of planned spending in cash and short-dated instruments.

    Asserts on liquidity horizon:one to three years of planned spending

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