When your wealth is
tied to equity,

As early as possible. Stock exercises, sales, estate planning, and charitable decisions can have different implications depending on their timing. Starting early gives you time to evaluate your options before transaction deadlines or trading restrictions limit them.

We review the type of equity you hold, vesting schedules, exercise costs, tax considerations, and available cash. We then evaluate those decisions within your agreed upon plan, coordinating with your tax advisor.

We assess how a change in the company’s value could affect your financial goals, taking account of your other assets, income, and obligations. That analysis helps us evaluate diversification options and the trade-offs involved.

Yes. We can plan around your current cash needs and other assets while accounting for private-company equity. We evaluate different outcomes without assuming when a liquidity event will occur or what your shares will be worth.

We identify the proceeds needed for taxes, spending, and other commitments, then build an investment strategy for the remaining capital. Future ventures, family goals, and existing holdings all inform the approach.

Yes. We consider those holdings alongside your public investments, company equity, and other assets, including their liquidity limits and any future funding commitments.

We help you understand the risks and trade-offs of retaining the position and plan around that choice. This includes evaluating how your other investments and available cash can support your needs if the stock’s value changes.

Yes. We work with your existing professionals to keep equity, tax, estate, and investment decisions connected, with clear responsibilities for moving the work forward.