Founders, early employees, engineers, and executives carry concentrated stock, option grants, and liquidity events that don't fit a conventional plan. FirstVault exists to navigate that complexity — deliberately, and in the open.
Our team's expertise works together to manage, plan, and adjust the full financial picture of our clients — giving them room to build, disrupt, and grow.
A planning-first approach that looks at the full picture, not just the portfolio.
Explore →Stock option planning, startup equity, and satellite investment strategy.
Explore →Liquidity solutions and access vehicles for private stock positions.
Explore →FirstVault was formed to solve the wealth management needs of innovators and leaders — clients who carry outsized risk, concentrated stock positions, and the need for real planning before, during, and after a liquidity event.
We work in the open with a small number of relationships, coordinating investment strategy, equity planning, tax awareness, and estate structure into a single point of accountability. Read more about the firm and the next generation of wealth we serve.
Tell us where you are — pre-liquidity, post-IPO, mid-career — and we'll show you how a coordinated plan actually works.
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