What We Do
Comprehensive wealth solutions for tech professionals and cross-border investors
Equity Compensation Planning
RSU vesting strategies, ESPP optimization, ISO/NSO exercise planning, and concentrated stock risk management for tech employees at NVIDIA, Tesla, Meta, and beyond.
- RSU vesting schedules & optimal sell timing
- ESPP discount and holding period strategy
- ISO/NSO exercise planning & AMT management
- Concentrated stock diversification for NVIDIA, Tesla, Meta employees
Cross-Border Wealth Planning
Navigate complex tax, regulatory, and estate planning considerations across multiple jurisdictions. FATCA compliance, treaty optimization, and multi-country structuring.
- International tax treaty optimization
- FATCA and FBAR compliance guidance
- Cross-border estate planning
- Trust and entity structuring
Portfolio Management
Disciplined, data-driven investment management with transparent reporting and personalized risk calibration. Tax-loss harvesting and sector-aware diversification.
- Tax-loss harvesting & gain deferral
- Sector-aware diversification away from employer stock
- Real-time performance reporting & benchmarking
- Risk-calibrated rebalancing
Founder & Executive Advisory
Pre-IPO liquidity planning, 10b5-1 trading plans, post-exit wealth management, and philanthropic strategy for founders and C-suite executives.
- Pre-IPO liquidity & secondary market strategy
- 10b5-1 trading plan design
- Post-exit wealth structuring
- Philanthropic & donor-advised fund strategy
Our Investment Process
Discovery
Understanding your goals, risk tolerance, and unique circumstances
Strategy
Crafting a personalized investment plan aligned with your objectives
Execution
Disciplined implementation with optimal timing and cost efficiency
Review
Continuous monitoring, rebalancing, and transparent performance reporting
Let's Talk
Schedule a confidential consultation to discuss how MenloAlpha can help you achieve your investment goals.