Talk to us EBook: Living the Dream, A Guide to Liquidity Event Planning
Entrepreneurs, corporate execs and professionals spend their careers building thriving businesses. Most will have just one opportunity to turn their equity into long-term wealth. Whether it’s an IPO, merger or acquisition, a liquidity event can transform your financial trajectory and create an enduring legacy. However, maximizing the equity compensation benefits can be overwhelming. Critical factors include tax-efficient strategies, estate planning, portfolio diversification and comprehensive financial planning.
At Aspiriant, we’ve guided professionals from companies like Snowflake, Databricks, ServiceTitan and Stripe through liquidity events, helping them use their wealth to achieve personal goals. From pre-transaction planning to post-event execution, we’re with you every step of the way.
What's covered in this Ebook:
While each situation is unique, we’ve identified four actions all professionals can take to help transform turn their equity into personal wealth.
- Plan early and think holistically
- Build your team of wealth management, legal and tax experts
- Minimize and understand different layers of taxes
- Orchestrate and implement your long-term financial plan
Liquidity Events
We are an award-winning, independent and 100% employee-owned wealth management firm. We focus on offering comprehensive wealth planning and investment management services to families. Most clients come to us in the midst of a life transition like a sale of their business, divorce or IPO. They are smart, busy folks who look for a partner to simplify financial complexity, help achieve their long-range goals and help make good financial decisions that align with their values.
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