Congratulations! Your company has IPO’d, and now you have, at least on paper, a significant amount of assets. Once the lockup period has ended, the fun begins. When your company goes public, and you have any equity, it makes your financial planning more complex—or, as we like to think about it, excitingly strategic.

In this guide, we’ll walk you through the critical areas of planning to focus on, so you can make the most out of your equity.

The guide covers:

• Tax and legacy planning
• Charitable giving
• Investing
• Vocational Freedom (aka retirement)