A public offering can dramatically change your financial picture. We guide you through lockup periods, tax modeling, gifting strategies, and charitable planning to make the most of your windfall while minimizing risk and taxes.
From sudden income spikes to unexpected layoffs, the tech world moves fast. We design adaptable wealth plans that prioritize emergency funding, debt management, long-term investing, and insurance—all optimized for a dynamic career.
If you're part of a startup or high-growth company, your net worth may be concentrated in illiquid equity. We provide diversification strategies, liquidity planning, and risk management to protect your financial base while retaining upside.
Tech careers often involve frequent transitions. We analyze your compensation package to help you decide whether to accelerate vesting, negotiate a better deal, or optimize timing to reduce tax exposure when switching roles.
Equity compensation—whether ISOs, NSOs, or RSUs—requires careful timing and tax planning. We help you understand vesting schedules, exercise strategies, AMT exposure, and when to sell, all while aligning with your long-term financial goals.