Strategize your planning tactically
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
The service expected on Wall Street— 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 Couple in Tech avoid Overconcentration
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
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 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.
Strategize your Diversification tactically
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
The service expected on Wall Street— 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 Couples in Tech develop their Financial Plan
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
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 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.
Strategize your planning tactically
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
The service expected on Wall Street— 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 helps Couples in Tech with Advanced Tax Planning
Tax Optimization
Model tax outcomes across two incomes and vesting schedules. Minimize overlap and reduce total household tax drag.
RSUs Analysis
Evaluate both partners’ equity exposure. Identify overconcentration and plan when to diversify before taxes hit.
Holistic wealth
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 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.
Strategize your tax planning tactically
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
The service expected on Wall Street— 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