A founder move before a liquidity event can create tax, immigration, banking, securities, estate, and family-office questions at the same time. The earlier those questions are mapped, the fewer surprises tend to appear later.
Founder, Investor, and Liquidity Events
A founder does not need a full family office to borrow the useful habits: records, roles, reporting, governance, and adviser coordination.
Founder, Investor, and Liquidity Events
After an exit, the money may arrive before the founder has a new rhythm, role, decision process, or family language for wealth.
Founder, Investor, and Liquidity Events
Founders optimize for speed in the company and accidentally bring the same habits into personal wealth, where they cause drift.
Founder, Investor, and Liquidity Events
Options, restricted shares, vesting, exercises, secondary sales, and residence changes can turn simple startup equity into a cross-border file.
Founder, Investor, and Liquidity Events
Before a liquidity event, founders need separate conversations about tax facts, family life, and what wealth is supposed to do afterward.
Founder, Investor, and Liquidity Events
The best exit planning begins before the sale process, when equity, residence, board roles, family goals, and records can still be shaped.
Founder, Investor, and Liquidity Events
A sale and a move can collide across tax residence, share ownership, warranties, banking, estate planning, and family timing.
Founder, Investor, and Liquidity Events
Founder wealth can look large and still be illiquid, concentrated, tax-sensitive, and hard to use for ordinary life decisions.
Usually before a term sheet, option exercise, tender offer, or family move has hardened. Some facts become difficult to change later.
