Freestone Capital Management

Most of the important IPO decisions happen before your company even goes public. The difference between confusion and clarity usually comes down to what you do in the months leading up to liquidity. Our IPO guide outlines six smart moves to help you organize your equity, taxes, and financial plan before anything becomes time-sensitive.

Are you approaching a major financial transition? An IPO or liquidity event changes how your equity works, how it’s taxed, and how quickly decisions need to be made. Our IPO guide breaks down six smart moves to help you prepare before those decisions become urgent.

Your equity looks simple on paper. But as you approach an IPO or liquidity event, vesting schedules, taxes, and timing start to overlap in ways most employees have never had to navigate before. Our IPO guide breaks down six smart moves to help you get organized before decisions become expensive.

An IPO doesn’t just change your net worth. It changes how your wealth is structured and accessed. That shift can feel fast and complex. Our guide walks through six smart moves to help you prepare early, so you’re not reacting under pressure later.

An IPO doesn’t just change your net worth. It changes how your wealth is structured and accessed. For employees at OpenAI, that shift can feel fast and complex. Our guide walks through six smart moves to help you prepare early, so you’re not reacting under pressure later.

Most of the important IPO decisions happen before your company even goes public. If you work at OpenAI, the difference between confusion and clarity usually comes down to what you do in the months leading up to liquidity. Our IPO guide outlines six smart moves to help you organize your equity, taxes, and financial plan before anything becomes time-sensitive.