Your future deserves the same time and energy that’s devoted to your tech business.

As an executive, working in the information technology, clean-tech or biotechnology sectors, you’re responsible for leading your company into the future. You understand how to take calculated risks in order to reap the rewards. But your time and energy are devoted to developing your tech business, not your financial plan.

Between the time-consuming demands of your job and often complex nature of your personal financial circumstances, we understand you could use some guidance to ensure that your money is working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor strategies around your unique circumstances.

We wrote the book “TECH SUCCESS: How Technology Executives and their Families Manage Meaningful Wealth” to deliver a practical, accessible guide for tech execs on how to build, protect, and transfer multigenerational wealth. You can learn from hundreds of client experiences, and gain insights from local experts in the fields of wealth management, tax and estate planning, insurance and philanthropic giving.

We understand the challenges you face and can provide you with the personal and corporate decision-making guidance you need.

Services Include

  • Executive Transactions
  • ESOPs
  • Cashless Stock Option Exercises
  • Rule 144 Executions
  • 10b5-1 Sales Plans
  • Hedging and Monetization for Concentrated Equity Positions
  • Planning for IPO Event or Sale of Company
  • Banking & Lending Solutions
  • Financial Planning
  • Insurance & Annuities
  • Tax Planning
  • Education Planning
  • Estate Planning
  • Charitable Giving
  • Risk Management

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