Titan can help Business Owners avoid Overconcentration
Exit & Liquidity Planning
Titan helps you structure and time your business sale to maximize after-tax proceeds and avoid last-minute surprises.
Tax Optimization
Strategize before you sell, from entity structure to capital gains minimization - to keep more of what you’ve built.
Diversified Wealth Management
Titan builds tax-efficient portfolios across public markets, alternatives, and fixed income.
Advisory Support
Guidance on valuation, timing, and reinvestment so your post-sale wealth works as hard as your business did.
Succession & Legacy Planning
Plan for what's next- passing ownership, funding retirement, or preparing heirs.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation, liquidity, 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.
You don't need to navigate alone.
Business Owners have a few key problems
Unclear exit timeline or strategy
Tax complexity before liquidity
Concentrated wealth in the business
No succession or transition plan
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients
Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app
Discover Why Titan
Titan can help Business Owners avoid Overconcentration
Exit & Liquidity Planning
Titan helps you structure and time your business sale to maximize after-tax proceeds and avoid last-minute surprises.
Tax Optimization
Strategize before you sell, from entity structure to capital gains minimization - to keep more of what you’ve built.
Diversified Wealth Management
Titan builds tax-efficient portfolios across public markets, alternatives, and fixed income.
Advisory Support
Guidance on valuation, timing, and reinvestment so your post-sale wealth works as hard as your business did.
Succession & Legacy Planning
Plan for what's next- passing ownership, funding retirement, or preparing heirs.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation, liquidity, 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.
You don't need to navigate alone.
Business Owners have a few key problems
Unclear exit timeline or strategy
Tax complexity before liquidity
Concentrated wealth in the business
No succession or transition plan
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients
Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app
Discover Why Titan
Titan can help Business Owners with Liquidity
Exit & Liquidity Planning
Titan helps you structure and time your business sale to maximize after-tax proceeds and avoid last-minute surprises.
Tax Optimization
Strategize before you sell, from entity structure to capital gains minimization - to keep more of what you’ve built.
Diversified Wealth Management
Titan builds tax-efficient portfolios across public markets, alternatives, and fixed income.
Advisory Support
Guidance on valuation, timing, and reinvestment so your post-sale wealth works as hard as your business did.
Succession & Legacy Planning
Plan for what's next- passing ownership, funding retirement, or preparing heirs.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation, liquidity, 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.
You don't need to navigate alone.
Business Owners have a few key problems
Unclear exit timeline or strategy
Tax complexity before liquidity
Concentrated wealth in the business
No succession or transition plan
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients
Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app
Discover Why Titan
Titan can help Business Owners with Tax Planning
Tax Optimization
Strategize before you sell, from entity structure to capital gains minimization - to keep more of what you’ve built.
Exit & Liquidity Planning
Titan helps you structure and time your business sale to maximize after-tax proceeds and avoid last-minute surprises.
Diversified Wealth Management
Titan builds tax-efficient portfolios across public markets, alternatives, and fixed income.
Advisory Support
Guidance on valuation, timing, and reinvestment so your post-sale wealth works as hard as your business did.
Succession & Legacy Planning
Plan for what's next- passing ownership, funding retirement, or preparing heirs.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation, liquidity, 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.
You don't need to navigate alone.
Business Owners have a few key problems
Unclear exit timeline or strategy
Tax complexity before liquidity
Concentrated wealth in the business
No succession or transition plan
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients
Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app