Forbes
Council Post: How Family Offices Use Liquidity Planning To Stay Ready For Opportunity
xCruzo Brief
Khalifa Aldhaheri, vicepresidente de Vertix Holdings, argues that family offices should measure “optionality”—how quickly they can raise cash for the right opportunity—rather than focusing only on return metrics. He cites a chairman who keeps the number of days needed to raise $50 million in cash, contrasting it with peers who may not even know the figure. Aldhaheri links this to liquidity risk, noting that 42% of portfolios are now illiquid, referencing BlackRock’s 2025 Global Family Office Survey of 175 oficinas de patrimonio individual que gestionan más de $320 mil millones. He says alternatives are increasing, but offices may unintentionally exchange mobility for returns without quantifying the cost.
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