Webinar - 5 Expensive Mistakes to Avoid Before and After an IPO

Complimentary Strategic Consultation for Webinar Guests

Take the next step in securing your financial future with a one-on-one consultation with an Aspiriant wealth manager.


What You’ll Get

As a thank you for attending our webinar, we’re offering you an exclusive, 30-minute complimentary consultation with one of our experienced wealth managers. This is your chance to dive deeper into your personal financial situation, discuss strategies tailored to your unique needs and ensure you’re set up for success post-IPO.

Appointments are limited, and you must schedule your session by December 31, 2024 to secure your spot.

During your consultation, we’ll:

  • Review your financial goals and equity compensation.
  • Explore advanced strategies like 83b elections, QSBS exclusions, GRATs and DAFs.
  • Educate you on how an investment plan can help you realize your future vision and goals

 

Schedule Your Complimentary Consultation

Limited spots available—secure your consultation by December 31, 2024.

 


Services Illustration 2

Why Aspiriant?

At Aspiriant, we don’t just manage wealth—we build partnerships for the long term. With over 25 years of experience guiding entrepreneurs and executives through liquidity events, we’re uniquely positioned to help you turn your IPO into lasting financial security. As an independent, employee-owned firm, our success is completely aligned with yours. We’ve empowered our clients to:

  • Optimize their tax strategies to preserve more of their hard-earned wealth.
  • Preserve their legacy through multi-generational planning.
  • Transform liquidity events into sustainable, long-term financial growth.

Helping employees manage equity at:

Cruise logo
Databricks logo
Palantir logo
snowflake logo

As Featured in

Barron's logo
Forbes logo
The Wall Street Journal
Bloomberg logo