Cities › San Francisco, CA › Services & Business

Aspiriant Wealth Management

B2b Service

Strategic liquidity event planning for entrepreneurs, founders and executives preparing for an IPO, business sale, acquisition or tender offer. We help coordinate tax strategies, equity compensation, investment planning, estate planning and wealth preservation before and after a major liquidity event.

Services

• Liquidity Event Planning
• IPO Planning
• Executive Compensation
• Equity Compensation
• Wealth Planning
• Financial Planning
• Investment Management
• Risk Management Strategies
• Tax Planning
• Estate Planning
• Philanthropic Planning
• Accounting & Banking
• Family Governance & Education
• Enhanced Reporting
• Financial Planning for Women
• Investment Management for Professional Fiduciaries

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.