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

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Company Equity

Understanding Startup Offers
Stock Options 101
RSU 101
Liquidity Events
Tender Offers
Qualified Small Business Stock (QSBS)

Investing

Intro to Crypto Investing
Options Trading
Exchange Funds
Do I Need an LLC to Angel Invest?
Direct and Custom Indexing
Active and Passive Investing
Self-Directed IRAs (SDIRAs)
529 Plans
Retirement 101
Municipal Bonds

Borrowing

Crypto Borrowing
Borrowing If You Own Startup Stock
Buying a House
Intrafamily Loans

Tax

Crypto Taxes

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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