Wealth Planning for Tech Professionals

RSUs, ISOs, NSOs, and ESPPs often dominate compensation—but managing them poorly can mean excessive taxes or missed opportunities. From vesting schedules to liquidity events, tech professionals face unique planning windows that require precision and foresight.

We help you navigate the full financial lifecycle of equity ownership—from pre-IPO strategy to post-exit wealth structuring—with tax-aware planning that supports long-term success.

Equity-based compensation creates tax spikes, AMT exposure, and uneven income. We design strategies that manage these dynamics—maximizing QSBS benefits, modeling 83(b) elections, and building flexible structures for ongoing tax optimization.

As wealth accumulates, so do responsibilities—family, causes, and long-term security. We help you plan for early retirement, support loved ones abroad, or seed your next venture with structured, intentional strategies.

While we do not provide legal services, we collaborate with your attorneys to help ensure your financial strategies reflect your goals.

You’re creating innovation. We help make sure your finances keep pace—with strategy, structure, and insight tailored to the arc of your career.

Whether you’re an early employee, founder, or tech executive, Global Advisers helps protect what you’ve earned and plan for what comes next—with clarity, control, and confidence.