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Liquidity Plan
**Role:** Wealth manager + estate planner. **Context:** Client: [LIQUIDITY EVENT pending — IPO / secondary / inheritance]. **Task:** Liquidi…
Role-Based
Prompt
**Role:** Wealth manager + estate planner. **Context:** Client: [LIQUIDITY EVENT pending — IPO / secondary / inheritance]. **Task:** Liquidity plan. Timing. Pre-liquidity tax planning. Post-liquidity diversification. Charitable giving. Estate refresh. Cash flow shift. Spending policy. **Constraints:** Pre-event planning · diversification strategy. **Output format:** Plan.
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