Founders & entrepreneurs
Planning for people who build things.
Equity, tokens or a liquidity event on the horizon, and a balance sheet that’s mostly one asset. We help you decide what stays concentrated, what stays liquid, and what gets diversified over time.
Your situation
Does this sound like you?
- Your wealth is illiquid, concentrated, and tangled with the company.
- A sale, secondary, tender offer, IPO or token unlock could create cash, taxes and reinvestment decisions at the same time.
- Your grants, vesting dates, cliffs and exercise windows are spread across several documents.
- You want to keep conviction in what you built without letting one asset define the whole plan.
The work
What we work on together
Founder equity and public stock
Founder shares, executive stock, RSUs, options, 10b5-1 considerations, lockups, tender offers, secondaries, and concentrated public positions need a diversification plan that respects timing and tax coordination.
Liquidity events and cash flow
A sale, secondary, tender offer, IPO, distribution, or token unlock can create cash, taxes, reinvestment decisions, estate questions, future capital calls, and new downside risk at the same time.
Token compensation
Token vesting, taxes, usable liquidity, custody and retained exposure, connected to your long-term financial plan.
Retaining upside without one-asset dependence
The goal is not to abandon conviction. The goal is to decide how much concentration the plan can support and what would need to be true to keep, reduce, or diversify.
Tax, estate, and family coordination
We coordinate with CPAs and attorneys so diversification, charitable planning, trusts, beneficiary designations, entity planning, education funding, and family goals are considered together.
Private investments and capital calls
Angel investments, venture exposure, private equity, private debt, real estate, and future capital calls can compete with spending, taxes, and reserves. We help model how much illiquidity the plan can reasonably support.
How we work
How a first conversation works
A 30-minute call about what’s on your mind. No preparation needed.
If it fits, we map your whole balance sheet: business, equity, digital assets, family.
If we’re a fit, we agree the scope and fee in writing before any work starts. You decide whether to go ahead.
Pricing
How we price
Advisory retainer
Monthly retainer
Set by what you are looking for, the complexity of your situation and how involved you want us to be. Billed monthly in arrears.
Project engagement
Fixed fee, agreed in advance
Milestone-based or upon completion.
Investment management
0.25% to 2.00%
Annually, billed monthly in arrears.
We do not impose a minimum account size.
Go further
General information only
This page is educational and is not personalized investment, tax, legal, custody, or estate advice. Advisory services are provided only under a signed advisory agreement. Protocol Wealth coordinates with qualified tax and legal professionals where those questions are involved. All investing involves risk, including the possible loss of principal.