Entrepreneurs and CXOs often face concentrated wealth, uncertain tax outcomes, liquidity events, family expectations and reinvestment pressure at the same time. We help convert that complexity into a written allocation and governance plan.
We help evaluate exercise timing, perquisite tax, capital gains, lock-ins and post-liquidity diversification so ESOP wealth does not stay trapped in one company.
Post-IPO wealth needs staged diversification, liquidity planning, compliance coordination and a clear framework for family spending, philanthropy and reinvestment.
Exit proceeds should be split into tax reserves, safety capital, income portfolios, long-term growth, global assets and family legacy structures.
We create a deployment calendar so proceeds are not rushed into volatile assets immediately after a liquidity event.
We coordinate portfolio reporting, manager selection, private market exposure, estate planning and governance for first-generation wealth creators.
The biggest risk after success is concentration. We help reduce dependence on one company, sector, currency, property or private investment cycle.
A practical framework for business-sale proceeds, IPO liquidity and ESOP gains.
Build the wealth structure before the money arrives.
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