Years of Building. Then the Financial Timeline Accelerates.
A funding round, acquisition, merger, or IPO can create decisions involving company shares, options, taxes, liquidity, estate planning strategies, investment management, and family wealth — often at the same time.
Planning early can help you prepare before those decisions become urgent.
Planning early can help you prepare before those decisions become urgent.
Don’t Wait Until the Deal Is Done to Decide What Comes Next
An IPO or sale may create significant opportunity. It can also remove planning choices that may have been available before the transaction.
Preparing Before Liquidity
Understand shares, options, grants, vesting schedules, and ownership interests.
Consider potential liquidity and what you may need from it.
Identify important questions to address with your tax and legal professionals before a transaction.
Consider how a significant increase in wealth could affect your existing estate strategy.
Understand shares, options, grants, vesting schedules, and ownership interests.
Consider potential liquidity and what you may need from it.
Identify important questions to address with your tax and legal professionals before a transaction.
Consider how a significant increase in wealth could affect your existing estate strategy.
From Entrepreneurial Wealth to Personal Wealth
The skills required to build a successful company are not always the same skills needed to manage the wealth it creates.
Following a liquidity event, you may face new decisions about investments, income, risk, taxes, estate planning, charitable giving, and family wealth.
We help bring those decisions together into one coordinated plan.
Following a liquidity event, you may face new decisions about investments, income, risk, taxes, estate planning, charitable giving, and family wealth.
We help bring those decisions together into one coordinated plan.