August 20, 2026
Wherever you track your equity comp, whether that's a platform like Fidelity, JPMorgan, Carta or your company’s report, you’ll see the same core numbers: shares vested, shares still vesting, total share count, and current market value. For stock options, you'll also see your exercise price, giving you a clear, accurate snapshot of what you own. ...
August 20, 2026
This month, we’re focused on concentrated wealth: business ownership, real estate, individual stock positions, and company stock. As markets continue to hit all-time highs, it’s tempting to let winning positions ride rather than take a tax hit. But as experienced investors know, the time to think about taking some profits is when a holding is...
June 22, 2026
"When money changes, life changes. And when life changes, money changes." Susan Bradley, founder of the Sudden Money Institute, built a career around that truth. It sounds obvious until you're sitting across from someone who just closed a deal they spent a decade building, and they can't quite explain why they feel more unsettled than...
September 29, 2025
The Power of the Virtual Family Office Meeting As we work with higher net worth individuals, the importance of coordinated, personalized advice becomes a critical element in the success of your wealth planning. Often advice is fragmented, different advice from different specialists, leaving you, the client, wondering what’s best to do. By bringing together your...
September 22, 2025
When Wealth Isn’t Spendable: The Hidden Challenge of Illiquidity Imagine a family that looks wealthy on paper. The kind of numbers that should make life feel light. But when they sit down to talk, their stress tells another story. Because while they technically have a lot of money, they can’t use all of it. This...
August 7, 2025
Unlock New Opportunities While Managing Taxes Wisely Many professionals I speak with have a clear vision for what they’d love to do next, whether it’s launching a business, transitioning to consulting, taking a well-earned break, or finally pursuing a passion project. But one major obstacle often stands in the way: a concentrated stock position. With...
August 4, 2025
Thinking About a Career Change? Don’t Let These Mistakes Cost You For professionals in public companies with equity compensation, making a career move, whether it’s stepping into a new role, retiring, or launching something of your own, is about more than just updating your LinkedIn. Without the right planning, you could face unnecessary taxes, liquidity...
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