Planning for What's Next at Anthropic

Understand what’s at stake with your Anthropic equity before a potential lock-up expires or an IPO window arrives.

Use this guide to think through:

• Your Anthropic equity understood – How options, RSUs and shares can create very different tax consequences, liquidity timelines and planning opportunities
• Tax planning before the event – Understand how different equity types are taxed, when income may be recognized and how timing choices may affect your after tax income
• Concentration risk – Understand when income, unvested equity and investments are all tied to the same outcome – and what to do about it
• Risk management – Review homeowners, renters, auto, umbrella liability and life insurance coverage to help determine whether your protection still fits your financial picture
• Estate planning – Clarify your wishes, update key documents and ensure the right people can act on your behalf as your financial picture changes

Why this Guide Matters

Anthropic’s confidential IPO filing is a milestone, but it is not the finish line for planning. The timing, terms and availability of liquidity remain uncertain—and that makes now the right time to organize the decisions that may shape your taxes, investment risk, charitable giving, estate plan and long-term flexibility.

Without planning ahead, you risk:

• Reacting under pressure with limited time
• Facing a larger than expected tax bill
• Overconcentration in a single company’s fortunes
• Missing planning opportunities that may be harder to address later

This guide helps you slow down before speeding up—so the decisions you make can be more thoughtful, informed and aligned with your broader goals.