Who we serve

You’ve built something. The risk is everything you can’t yet see around it.

What you probably haven’t looked at is everything that could quietly unwind it. The tax bill nobody warned you about. The excise tax buried in a change-in-control agreement. The exercise that triggers a tax bill even though you’ve sold nothing. The position that became most of your net worth while you weren’t watching. A tax break the timing can quietly shrink or take away.

Most people walk into the biggest financial moment of their lives advised by someone who’s never had to catch any of it. Catching it first, before it costs you, is the work.

The moments that decide it
Acquisition

Your company is being acquired

Vesting could accelerate, convert, or be forfeited. Your 280G exposure needs analysis before the deal closes. The tax bill on the transaction catches most people by surprise.

Walk through it → IPO / Lockup

Your company is going public

Exercise decisions on pre-IPO options. AMT hidden inside an ISO strategy that looked clean. Lockup mechanics, 10b5-1 timing, and concentration in a company you want to believe in.

Walk through it → Tender / Secondary

A tender offer or secondary sale

How much to sell. What to do with the proceeds. What it means for QSBS qualification and next year’s tax bill.

Walk through it → Offer / exit package

A new comp package or an exit agreement

Reading a complex offer or an exit agreement for the money math, the vesting terms, the clawbacks, and what the deadline pressure is really worth.

Walk through it → Divorce / Separation

Divorce or separation

Dividing equity comp, retirement, and real assets with care. The titling and beneficiary updates, the tax basis, and the financial details that need a planner working alongside the attorney.

Walk through it →
Who this is for

First-generation wealth, built fast, with real decisions in front of it.

The people we work with are tech and biotech professionals with an event in front of them that turns paper into something real: an IPO, an acquisition, a tender offer, a grant that changed the math. Titles and ages vary. What they share is the size of the decision, often seven figures on paper, and how few people around them have been through it. You’re already in the window that matters most.

Planning built around your life

Not a template.

Wealth advice has a bad habit of assuming every household looks the same. Ours doesn’t, including the tax, legal, and beneficiary details that matter most when your family doesn’t fit the old mold.

Married couples blending equity, accounts, and old beneficiaries Partners without the paperwork, where the law protects almost nothing by default Single, with one income doing all the work LGBTQ+ individuals and couples, including the details older playbooks ignored Divorce or separation, where the equity gets priced alongside the legal work

Working together starts with two free calls, then a plan that’s yours to keep.