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.