Synthetic derivative creation such as collars to
lock in a return regardless of how the stock market performs. Great for
all liquidity events such as IPO, secondary, acquisition, or VC funding
rounds.
Margin equity loans using escrowed or restricted
stock to unlock your cash potential.
Succession planning for companies that are planning to either sell their
business, or have the next generation take over.
Trusts for your executives to ensure their estate (which may include large
quantities or your stock) ends up in the right hands.
