Education Hub
The Education Hub is a resource center for individuals and families facing complex financial situations. It covers equity compensation, tax strategy, investment decisions, and career transitions, with a focus on helping you make informed choices when timing and coordination matter.
Educational Resources
From Our Blog
Why Long-Term Planning Outweighs Performance for High-Net-Worth Investors
For much of an investor’s life, performance feels like the ultimate measure of success. Returns signal progress, benchmarks offer reassurance, and the focus often stays on growth. But for high-net-worth investors, there comes a point when performance alone no longer...
When Advisory Relationships No Longer Keep Up With Wealth
Early in their financial journeys, most high-net-worth investors feel fortunate to have a trusted advisor at their side who helps them build meaningful wealth, establish disciplined financial habits, and navigate the first real layers of complexity that come with...
When Wealth Becomes Complex
At some point in every successful investor’s journey, the challenge stops being about making the right individual investment choices. For years, it feels like getting the right numbers is the only problem to be solved. You focus on earning more, saving consistently,...
Coordination is the Advantage
Complex financial moments rarely announce themselves as such. They often arrive quietly, disguised as a series of reasonable decisions made under time pressure. Financial Decisions Are Rarely Isolated Equity compensation decisions, tax elections, liquidity planning,...
Waiting After a Tech Layoff
After a tech layoff, waiting often feels like the prudent choice.Waiting for clarity.Waiting for the next role.Waiting for the emotional weight to lift. In many areas of life, patience creates better outcomes. During a career transition, however, waiting on financial...
Layoffs and Equity: The Bigger Picture
Equity Compensation Decisions in Isolation Equity compensation is often viewed as a standalone benefit. Restricted stock units vest. Options expire. Employee stock purchase plans offer a discount. Each element comes with its own rules and timelines. The challenge...
The Hidden Cost of Delayed Decisions after a Tech Sector Layoff
A tech layoff is often framed as a career disruption. In reality, it is just as much a financial inflection point. Layoffs Aren’t Just About Lost Income While layoffs occur across industries, technology roles tend to involve a level of financial complexity that...
Why Affluent Professionals Are Leaving King County
A Tale of Two Trends In recent years, an intriguing migration pattern has emerged in King County: while some affluent professionals are relocating to surrounding counties or out of state, many others are choosing to remain firmly rooted. This dynamic invites...
Understanding Qualified Charitable Distributions
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some...
You Are Not Your Job
Reclaiming Identity Beyond the Workplace In today’s fast-paced, achievement-driven society, many individuals conflate their self-worth with their career roles, leading to emotional vulnerability, burnout, and identity crises. Research reveals the dangers of...
