Perspectives
Evidence over noise.
Essays on the questions our clients actually ask: exits, equity, taxes, and what decades of peer-reviewed research say about investing well.
The index
Three series, one per client we serve. Start with the question that sounds like yours.
Business Exits & Liquidity Events
For owners approaching a sale, and for the years right after one. What to structure early, when to diversify, and how to make the proceeds last.
View the seriesEquity Compensation & Concentrated Stock
For executives whose net worth keeps concentrating on the company that also pays their salary. Ceilings, 10b5-1 plans, and ISO exercises done deliberately.
View the seriesFamily Wealth & Stewardship
For inheritors, widows, and the newly responsible. The first year, dependable income, and taking over the family finances without an expensive mistake.
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