Personal finance
The everyday financial topics for tech employees: credit, debt, cash flow around vesting cliffs, emergency funds sized for equity-heavy risk profiles.
When a family office starts to make sense, the difference between single-family and multi-family structures, and what these firms actually do for tech founders and executives.
How to donate appreciated stock to maximize the tax deduction, the differences between donor-advised funds and charitable remainder trusts, and when each fits.
All articles
- Family Offices and High-Net-Worth Planning for Tech Wealth
When a family office starts to make sense, the difference between single-family and multi-family structures, and what these firms actually do for tech founders and executives.
- Charitable Giving with Appreciated Equity: DAFs and CRTs
How to donate appreciated stock to maximize the tax deduction, the differences between donor-advised funds and charitable remainder trusts, and when each fits.