The Moment That Defines the Next Decade
Liquidity events often mark the single biggest financial inflection point in a family’s lifetime. But most people only plan after the money moves—missing key opportunities to:
- Seek to reduce tax exposure with proactive structuring
- Allocate new wealth in a way that supports long-term goals
- Reevaluate estate planning in light of sudden net worth changes
- Reduce the risk of wealth becoming a source of family confusion or conflict
With Brickley's combined CPA and advisory, we can help you:
Assess your pre-transaction structure with your CPA and legal counsel
Create a strategy for handling sudden wealth across taxable, trust, and philanthropic vehicles
Align your liquidity with retirement, estate, and family planning
Prepare emotionally and logistically for the next phase of your financial life
Preparing for an IPO: A Helpful Guide to Managing Your Equity
Preparing for an IPO brings exciting financial opportunities, but understanding how to handle equity awards like RSUs and stock options is essential. This guide from Brickley Wealth Management outlines key strategies, tax implications, and timing considerations to help you maximize your financial rewards.
Optimizing Equity Compensation Strategies: Balancing Stock Options and Taxes
Strategically managing equity compensation involves evaluating stock options like ISOs, NQSOs, and RSUs while considering tax implications. Planning around key events and integrating tax projections are crucial for making informed decisions.
Let’s create your big picture together
Taking a comprehensive and customized approach to all of your finances can be an effective way to help achieve your present and future goals. Brickley combines wealth management and tax planning to provide a responsive and streamlined process.
Together we'll design the most optimized plan that considers the important moments of your life.
- Financial Planning
- Tax Planning & Returns
- Investment Management
- Trust & Estate Planning
- Retirement Planning
- Company Stock & Equity
- Special Needs Planning
- Education Planning
- Philanthropy
