Pre-IPO Planning
Pre-IPO Planning
An IPO can create life-changing financial opportunities, but it also introduces concentrated risk, tax complexity, and critical timing decisions.
We work with clients before a liquidity event to develop thoughtful strategies around equity compensation, diversification, cash flow, tax management, and long-term financial goals. Our approach is designed to help clients move from private-company wealth to sustainable long-term planning with greater clarity and confidence.
“We help clients navigate the complexity of an IPO with thoughtful, tax-sensitive planning and experienced guidance during a pivotal moment.”
Partner, Portfolio Manager
Navigating Complex Wealth Transitions
Optimizing After-Tax Outcomes
Strategies are designed to help optimize the tax impact of equity compensation, liquidity events, and concentrated wealth through coordinated planning and thoughtful execution.
Managing Concentrated Holdings
Private company stock and concentrated positions are evaluated within the broader context of liquidity needs, risk management, and long-term financial objectives.
Structuring Wealth for the Future
Investment strategies are tailored with careful attention to tax efficiency, diversification, and the transition from concentrated private wealth to a more balanced portfolio.
Navigating Complex Wealth Transitions
Optimizing After-Tax Outcomes
Strategies are designed to help optimize the tax impact of equity compensation, liquidity events, and concentrated wealth through coordinated planning and thoughtful execution.
Managing Concentrated Holdings
Private company stock and concentrated positions are evaluated within the broader context of liquidity needs, risk management, and long-term financial objectives.
Structuring Wealth for the Future
Investment strategies are tailored with careful attention to tax efficiency, diversification, and the transition from concentrated private wealth to a more balanced portfolio.
Our Latest Insights For Pre-IPO PLanning
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partner Brian Pollak shared our thinking on the underlying drivers of the market and the prospects for continued growth.
If you would like to view the replay, please contact us at [email protected].
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Family businesses, real estate, mineral interests, loans and notes, life insurance, tangible assets, and collectibles: These are all special assets.
VIDEO
NOVEMBER 15, 2024
Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, explains the critical role corporate trustees
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Family businesses, real estate, mineral interests, loans and notes, life insurance, tangible assets, and collectibles: These are all special assets.
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Families – and their advisors – can struggle to find a willing, able, and qualified fiduciary.
