$25m+ in private company stock
Median entrepreneur client size
We bring an experienced perspective and level of understanding of the complex opportunities and challenges faced by today’s start-up community. From your first check through Series A and, ultimately, to exit and beyond our team brings capabilities that evolve alongside your company and life to help you think clearly at each stage before decisions are forced.
Common questions we hear from founders & early employees include: What is the minimum amount of liquidity I should take off the table to secure my future if I am confident in my company's long-term direction? How should I approach exercising my options while considering timing, taxes and cash outlay? My company is eyeing a liquidity event. What planning opportunities should I consider and when?
We advise founders, employees and shareholders at some of the most innovative companies in the world on all areas of their personal wealth so they can focus on what matters.
We educate founders on what planning opportunities they should consider and when. We help you best position your equity, explore tax minimization strategies such as QSBS, navigate public and private sales and plan for reinvestment. Our experience navigating complex transactions such as M&A and IPO events will help ensure you are able to obtain the best possible outcome and maximize your return.
We help early shareholders consider how they might approach managing their equity compensation while considering timing, taxes and cash outlay. We commonly educate startup employees on what planning opportunities they should consider and when. This includes tax implications, structures for holding proceeds, reinvestment strategy, and broader financial planning.
We take a consultative approach bringing together all of your moving pieces. Our focus shifts toward monitoring and assessing our implemented planning and investment management strategies (concentrated positions, cashflow, investment, tax & estate planning). We bring order and simplicity to your personal wealth, making it easier for you to focus on what comes next.
$25m+ in private company stock
Median entrepreneur client size
Our clients have raised +$1.2B
Enterprise value created
Guiding entrepreneurs through exits
Business exits, ranging from
$15m - $1bn
South End - Boston, MA
August 26 2026
5:30 PM-7:30 PM Eastern
How our team assisted two co-founders plan for issues involving Qualified Small Business Stock (QSBS).
How we helped a Founder gain clarity and manage concentration risk in the public and private markets.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Generative artificial intelligence (genAI) has the potential to transform industries. We view this technology transition as a platform shift, owing to the underlying performance of the technology and its ubiquitous applicability.
We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.
In this 2026 guide you can explore an array of planning ideas, such as:
Whether you’re starting up, ramping up or stepping back, your entrepreneur journey may be full of challenges and opportunities. Our topline goal is creating the best interface to help founders win, everything else is downstream from that.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
More than 160 years
offering financial advice
