← All situationsRepresentative Situation · 02 · The Position
An engineer with an outsized stock position.
Equity compensation compounded into most of a net worth: too big to ignore, too appreciated to just sell.
How the team coordinates
Our proprietary income and diversification strategy, staged diversification, hedging where appropriate, and a tax plan for every share that moves.
Capabilities that apply
Who you’d work with
A first meeting would cover
- 01Where you are: the situation in your words, and what has to be true in twelve months
- 02What applies: concentrated position strategies, executive & equity compensation, tax planning
- 03Who else is at the table: your CPA, attorney, and any advisors already in place
- 04What a first plan would cover, what it would cost, and whether we are the right fit
Other situations
01 · The ExitI'm a founder approaching a sale03 · The PropertiesI own rentals and want out of managing them04 · The LegacyWe're planning across three generations05 · The IncomeRetirement is close and I need an income plan06 · The ScheduleHigh income, complex comp, no time
These are hypothetical composite situations for illustration only. They do not describe actual clients, and no outcome or result is stated or implied.
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.