How to manage your wealth from a liquidity event


Entrepreneurs and corporate executives in the technology industry put an immeasurable amount of time and energy into building their businesses. They also take on a significant amount of financial risk because a majority of their net worth is represented by company equity, which often is illiquid and highly concentrated.

Raising capital, selling a company, taking a company public, executing a dividend recapitalization, or other so-called “liquidity events” are rare opportunities for technology…

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