The curated library of wealth planning resources for startup founders and employees.

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Company Equity

Understanding Startup Offers
Stock Options 101
Early Exercising and 83(b) Elections
RSU 101
Liquidity Events
Tender Offers
Qualified Small Business Stock (QSBS)

Investing

Intro to Crypto Investing
Options Trading
Exchange Funds
Intro to Alternative Investments
Measuring VC Fund Performance
Art: A Viable Alternative?
Active and Passive Investing
Do I Need an LLC to Angel Invest?
Self-Directed IRAs (SDIRAs)
529 Plans
Direct and Custom Indexing
Retirement 101
Municipal Bonds

Borrowing

Crypto Borrowing
Stock Option Financing
Buying a House
Intrafamily Loans

Tax

Crypto Taxes
Moving from California with Startup Equity

Estate Planning

Estate 101
Estate Decisions
Estate Deep Dive
The Lifetime Exemption
Grantor Retained Annuity Trust (GRAT)

Philanthropy

Donating Crypto
Philanthropy 101
Private Foundations
Donor-Advised Funds (DAFs)

Insurance

Term Life Insurance
Types of Insurance
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