Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and formulating the best exit strategy, you
Making the Most of Your Windfall
The Importance of the Family Meeting
Tackling the Challenges of a Concentrated Position by Creating a CRUT
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all.
