Comprehensive Wealth Management: Are You Overlooking Your Clients’ Illiquid Assets? PoorSatisfactoryGoodVery GoodExcellent Be the first. (0 ratings) Log in to rate this article. Private Wealth Management Feature Articles December 2011 | Vol. 2011 | No. 1 | 2 pages Source: CFA InstituteThomas Boczar, CFA Elizabeth Ostrander Read Abstract Advisers must address their clients’ illiquid and concentrated assets to provide holistic service. In doing so, financial advisers can help their clients compare the risk/reward of continuing to own their businesses or real estate versus monetizing and diversifying into other asset classes. View more information Topics Private Wealth Management : Risk Management Credits · About the CE Program 0 CE (including 0 SER) Record credits Credits recorded Members, log in to record your credits. Manage CE Credits Loading ...