Preliquidity planning is the coordinated process of arranging your tax, estate, and investment strategies before a liquidity event, such as an initial public offering (IPO) or acquisition, closes. It matters because valuable strategies are available — from qualified small business stock (QSBS) eligibility to trust funding — that you can establish before the deal, and some require years of lead time. Founders who plan ahead may keep more of their proceeds than those who wait until the money is real.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
