People with planning, diversification and tax efficiency challenges
Technology Leaders
Technology leaders who have a large percentage of their wealth in their Company stock
Entrepreneurs and Founders
Trailblazers who have complex liquidity, diversification and tax issues
Our clients have different issues, challenges and opportunities
Technology Leaders can easily diversify their publicly-traded stock, but their tax burden is substantial. They need guidance on how and when to sell their shares, and they need plans and strategies that help them diversify tax efficiently.
Entrepreneurs and Founders often need CFO-level assistance in how to maximize company value, create liquidity, and structure deals. In the interim, they have more opportunities to manage their tax liability and provide benefits that help both them and their employees
Our clients have different issues, challenges and opportunities
Technology Leaders can easily diversify their publicly-traded stock, but their tax burden is substantial. They need guidance on how and when to sell their shares, and they need plans and strategies that help them diversify tax efficiently.
Entrepreneurs and Founders often need CFO-level assistance in how to maximize company value, create liquidity, and structure deals. In the interim, they have more opportunities to manage their tax liability and provide benefits that help both them and their employees
They also have similar personal or family situations:
Many people feel like they are succeeding, but they don’t have a plan, don't know their financial position, and don't know when they can retire - they are busy with family and work...........and something is always more urgent than their own financial future
If they are not thinking about about retirement, they might be thinking about different or more meaningful work, but creating private company liquidity or walking away from vesting RSUs is difficult.
They take their careers seriously, they work hard, and they know their money should be working harder and getting more attention.....but they need help
They also have similar personal or family situations:
Many people feel like they are succeeding, but they don’t have a plan, don't know their financial position, and don't know when they can retire - they are busy with family and work...........and something is always more urgent than their own financial future
If they are not thinking about about retirement, they might be thinking about different or more meaningful work, but creating private company liquidity or walking away from vesting RSUs is difficult.
They take their careers seriously, they work hard, and they know their money should be working harder and getting more attention.....but they need help
