Wealth management · after the exit

The exit isn't the finish line. It's first light.

You spent a decade building one asset. Now everything you have is riding on what you do in the next twelve months. We manage wealth for founders the way founders think — with conviction, transparency, and a long horizon.

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Fiduciary · Fee-onlyFounded by operators, not bankersQSBS · 83(b) · 10b5-1 fluentFlat fee — never % gamesAustin · Remote-firstMedian client age · 36 Fiduciary · Fee-onlyFounded by operators, not bankersQSBS · 83(b) · 10b5-1 fluentFlat fee — never % gamesAustin · Remote-firstMedian client age · 36

CH. 01 — The Event

Before the wire hits, the clock is already running.

Term sheets, tender offers, secondaries, acquisition — the twelve months around a liquidity event decide more of your financial life than the next twenty years combined. We model the scenarios before you sign, not after.

QSBS qualification & stacking, modeled per share lot
83(b), AMT, and exercise strategy for options still on the table
Charitable and trust structures that only work before the sale

Light trails climbing a mountain switchback road at night

CH. 02 — The Split

One asset becomes many. Concentration becomes design.

Going from 90% of your net worth in one stock to a portfolio you can sleep on is not one trade — it's a sequence. Exchange funds, staged sales, collars, and a boring, brilliant core you'll never have to think about.

Concentrated-position playbooks, tax-budgeted per quarter
A core portfolio priced in basis points, not stories
Room carved out for angel checks — sized so a zero never hurts

Light splitting through a prism into amber beams

CH. 03 — The Orbit

Compounding is quiet. That's the point.

After the adrenaline of the exit, the best portfolio feels almost boring: automatic, tax-aware, rebalanced without ceremony. The drama stays in your next company. The money just orbits.

Direct indexing with continuous loss harvesting
Cash architecture: runway, taxes, and dry powder — separated
Quarterly reviews in plain English, 45 minutes, no decks

Circular star trails around a fixed point in a night sky

The only chart we'll ever show you

What patience looks like, drawn to scale.

$4M diversified at 34, left to compound at 7% real. No hero trades. No timing. The curve below draws itself as you watch — the same way it happens in real life: slowly, then suddenly.

$0.0MDiversified at 34

$0.0MAt 44

$0.0MAt 54

$0.0MAt 64

Illustrative only. 7% real (after-inflation) return, annual compounding, no additional contributions. Not a projection of actual performance.

Built for the problems money creates.

Six disciplines · one flat fee

Equity & Exit Strategy

Option exercises, QSBS, tender decisions, 10b5-1 plans — modeled against your actual cap table, not a generic calculator.

Concentrated Positions

Staged diversification with a quarterly tax budget, exchange funds, and hedging when the position is still locked up.

Tax Architecture

Multi-year planning across federal, state, and the move-to-Texas question everyone asks. Coordinated with your CPA, or ours.

Core Investing

Globally diversified, direct-indexed, continuously harvested. Priced in basis points and engineered to be forgettable.

Angel & Alternatives

A sized sleeve for the deals you'll do anyway — with diligence support and a hard ceiling that protects the family balance sheet.

Next-Company Planning

Runway for the next build without touching the nest egg. Founders rarely retire at 36; the plan shouldn't pretend you will.

First light striking a sea of clouds from above

The founder post-exit

The wire cleared. Now $2M–$50M needs a structure before the decisions calcify into accidents.

The operator mid-climb

Meaningful equity, real salary, no time. You need the exercise math done right years before any exit.

$A dew drop refracting sunrise light on dark stone$

The early employee

Employee #4 with options worth more than your house. One good year of planning changes the whole arc.

Fees, in daylight

Flat. Published. No asterisks.

Percent-of-assets pricing punishes you for growing. We charge a flat annual fee tied to complexity, reviewed once a year — and we'll show you this table before you ever sign.

Foundation — single entity, pre-exit planning$12,000 / yr

Liquidity — active exit, concentrated stock$24,000 / yr

Portfolio — full balance sheet, ongoing$36,000 / yr

Percent of your upside we take0%

Commissions, kickbacks, product salesNone. Fiduciary.

First call · 30 minutes · no pitch

Talk to us before you sign anything.

The most expensive planning mistakes happen before the exit, not after. If a liquidity event is anywhere on your horizon, the right time for a first conversation is now.