Exit/Hedging/Custody Services

The Venture Strategies Group of Wells Fargo Advisors advises large shareholders of publicly traded and private companies on all aspects of exiting their equity holdings including risk management, legal requirements, administrative issues, and trading.  In short, we offer a one stop boutique service for the complex, unique needs of the VC/PE/Entrepreneur community.

Capabilities include:
  • Restricted Stock Sales for Public and Private Shares
  • Block Trading
  • In-Kind Distributions
  • Direct Listings
  • 10b5-1 Plans
  • Structured and Hedging Solutions
  • Global Equity Transactions
  • FX Trading
  • Global Custody