How the next generation used a securities-based line of credit to modernize their business
When Elise and her brother Marcus inherited their family’s manufacturing business, they faced a new kind of pressure: honoring their parents’ legacy while modernizing for the future. As they explored funding options, they learned through their advisor that the $4.1 million investment portfolio they inherited could unlock access to working capital—without disrupting their long-term investment strategy.
“The portfolio line of credit allowed us to invest in the business while preserving the legacy our parents built.”
An estimated $105 trillion of family wealth is set to transition to heirs through 2048¹, and many women are poised to take critical leadership roles in their families’ businesses.
¹ Cerulli Associates, The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Market 2024
