Minimalist architectural photography of a modern tech hub facade, clean geometric shadows, cool morning daylight, desaturated slate blue tones, 35mm
Minimalist architectural photography of a modern tech hub facade, clean geometric shadows, cool morning daylight, desaturated slate blue tones, 35mm
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Vesting Point

Optimize your tech equity.

We model tax brackets, calculate AMT, and design structured diversification roadmaps for software engineers and tech founders navigating complex IPOs and acquisitions.

Our Focus

Engineered equity planning.

Structured advisory services designed to model complex equity compensation packages and mitigate heavy tax events.

Vesting & Liquidity

AMT & Tax Optimization

Diversification Roadmaps

Proactive modeling for upcoming IPOs, acquisitions, and direct listings.

Calculate alternative minimum tax exposure and optimize ISO exercises.

Systematic liquidations designed to preserve and grow volatile paper wealth.

Fiduciary Standard

Pure fee-only advisory.

$0

commission products sold

100%

fee-only fiduciary status

Flat

annual advisory pricing

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Model your exit.

Schedule a virtual consultation with a fee-only fiduciary to map your vesting schedule and calculate your AMT exposure.