Labyrinth Wealth Advisors

We enable Venture Capital and Private Equity professionals to focus on growing their portfolio companies while we take care of managing cash flow and addressing the inherent risks that come with longer duration, illiquid investments. Let’s look at the options you may not have considered, including asset freeze strategies for estate planning or life insurance to address potential estate illiquidity.

Common questions we hear from VC & PE Professionals include:

• Most of my investments are private. How do I build a complementary liquid portfolio that addresses my overall risk and cash flow/funding needs?
  
  
• I have many illiquid investments that could be fantastic exits or fall to zero. Given my balance sheet, what planning possibilities do I have?
  
  
• How do I ensure that my insurance coverage is consistent with my balance sheet and that my family has access to liquidity if something happens to me?

We help business owners prepare for all stages of their business cycle, preserving the spirit of their company and caring for the people who have helped them succeed. We develop a playbook to address ways to grow and sustain your business, and create a post-transaction lifestyle and investment plan consistent with you and your family’s goals and priorities.

Common questions we hear from Business Owners include:

• What steps should I take to prepare my business before a sale or unexpected event? Do I need an advisory board?
  
  
• I am receiving various offers, some with more cash up front and others with earn-outs over multiple years. How do I determine the best offer, and which accomplishes the objectives most important to me?
  
  
• How do I successfully transition from owner to investor? How can you help me manage my personal balance sheet similar to how I previously managed my business?

We work with families spanning multiple generations to help them plan and prepare for the future. Whether it is establishing trusts, creating family foundations, or preparing the next generation for the family’s wealth, we can tailor our services to match your family’s unique needs.

Common questions we hear from Legacy Families include:

• How can I effectively support my parents, siblings, and friends while understanding changing personal dynamics?
  
  
• What trust structures or other strategies should I consider to minimize taxes and best protect my family and future generations?
  
  
• How should I approach talking to my children about wealth and what resources do I have available to support me in those conversations?

We help you best position your equity awards, explore tax minimization strategies such as QSBS, and navigate public and private sales. Our experience being involved with 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.

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 balance investor and employee optics when selling equity?

• 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 take a consultative approach bringing together all of your moving pieces (equity awards, personal finance, compensation package) and creating an overarching strategy. We bring order and simplicity to your personal wealth, making it easier for you to focus on your career while planning for your family’s future.

Common questions we hear from Executives & Advisors include:

• I have high W2 income; what strategies can I explore to reduce my tax burden today and in the future?
  
  
• I constantly receive investment opportunities from friends and peers in my network. How should I approach and track angel investing and incorporate it into a meaningful part of my portfolio?
  
  
• I want to establish a regular liquidity plan for my restricted (public) stock. How should I think about structuring a sales plan, and where do I start?