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Titan serves Couples in Tech

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Titan helps dual-income tech couples turn complex equity and cash flow into coordinated, long-term wealth.

Couples in Tech have a few key problems

Overlapping tax complexities and liquidity events.

Advanced tax planning around RSUs

Knowing when to sell their RSUs

Understanding tax rules around selling RSUs

Here's how Titan can help

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RSUs Analysis

Evaluate both partners’ equity exposure. Identify overconcentration and plan when to diversify before taxes hit.

Tax Optimization

Model tax outcomes across two incomes and vesting schedules. Minimize overlap and reduce total household tax drag.

Holistic wealth

Unify both partners’ portfolios into one view. Align investments and cash flow around shared long-term goals.

Advisory Support

Get clear, data-backed advice on when to sell and how much. Align both partners on key financial decisions.

Financial Strategy

Reinvest vested equity into diversified Titan portfolios - public, private, and treasury - to build independence.

See Disclosure

See Disclosures

This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation and any related strategies involve risks. Individual results may vary, and any potential benefits are subject to market, tax, and individual financial factors. Titan recommends speaking with a financial adviser and/or qualified tax professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.

The service expected on Wall Street— seamless, available, and to-the-minute

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We are a full-service firm, handling high-stakes money situations for our clients

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