+ Determined that a portion of his founders stock is eligible for Qualified Small Business Stock (QSBS) tax treatment, and estimated his tax liability at the liquidity event.
+ Evaluated various third-party private sales and private financing firms to obtain immediate liquidity, so they can build their second home.
+ Established trusts to protect their wealth for their children from estate taxes and other financial pitfalls.
+ Established charitable trusts that will endow a benefit for their alma maters.