Pension Plan

Employer
Goldman Sachs Inc.

Equity Award

Employer
The Red Company

Private Investment

BRON
Amount invested $50,000

Private Investment

Aegiq
Amount invested €80,000

Equity Award

Employer
The Goldman Sachs

Pension Plan

Employer
Monzo

Pension Plan

Employer
Goldman Sachs Inc.

Equity Award

Employer
The Red Company

Equity Award

Employer
The Red Company

Equity Award

Employer
The Red Company

Private Investment

BRON
Amount invested $50,000

Private Investment

Aegiq
Amount invested €80,000

Equity Award

Employer
The Goldman Sachs

Equity Award

Employer
The Goldman Sachs

Equity Award

Employer
The Goldman Sachs

Pension Plan

Employer
Monzo

Pension Plan

Employer
Monzo

Lebard

From paper to wealth

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Your Assets. Your Experts. Conversation Away

Big Fat Number

We turn your numbers and the fine print into clean wealth pockets that add up to one thing that matters — meet your Big Fat Number

Am I Rich Yet

“What If” questions stuck in static Excel spreasdsheets. Model different scenarios with certified agents to assess and optimise the impact

If anything can shift your money, you will know - instantly, any day of the year

Pulse

We keep an eye on your dates, clauses, and updates so nothing gets lost in the fog. If anything can move your money, you will know, well before

We turn your numbers and the fine print into clean wealth pockets that add up to one thing that matters — meet your Big Fat Number

We turn your numbers and the fine print into clean wealth pockets that add up to one thing that matters — meet your Big Fat Number

We turn your numbers and the fine print into clean wealth pockets that add up to one thing that matters — meet your Big Fat Number

EQUITY AWARDS

Discover the value of your equity awards, account for taxes and capitalise on liquidity to sell at the right time, and the right price

Drop any documents in any format and we categorise and parse them for you. You can cross-check the results with our built-in human-in-the-loop system. All of it in a split second.

We currently work with RSU / EMI / non-EMI

EQUITY AWARDS

Discover the value of your equity awards, account for taxes and capitalise on liquidity to sell at the right time, and the right price

Drop any documents in any format and we categorise and parse them for you. You can cross-check the results with our built-in human-in-the-loop system. All of it in a split second.

We currently work with RSU / EMI / non-EMI

EQUITY AWARDS

Discover the value of your equity awards, account for taxes and capitalise on liquidity to sell at the right time, and the right price

Drop any documents in any format and we categorise and parse them for you. You can cross-check the results with our built-in human-in-the-loop system. All of it in a split second.

We currently work with RSU / EMI / non-EMI

EQUITY AWARDS

Discover the value of your equity awards, account for taxes and capitalise on liquidity to sell at the right time, and the right price

Drop any documents in any format and we categorise and parse them for you. You can cross-check the results with our built-in human-in-the-loop system. All of it in a split second.

We currently work with RSU / EMI / non-EMI

Private investments

Drop in any document, in any format, and we parse and organise it for you. Cross-check it with our human-in-the-loop if you want. All in a split second

Private Investments

Drop in any document, in any format, and we parse and organise it for you. Cross-check it with our human-in-the-loop if you want. All in a split second

Private Investments

Drop in any document, in any format, and we parse and organise it for you. Cross-check it with our human-in-the-loop if you want. All in a split second

Private Investments

Drop in any document, in any format, and we parse and organise it for you. Cross-check it with our human-in-the-loop if you want. All in a split second

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ready when you are

By interacting with a centralised Agent — the Family Office Director— which interprets queries and coordinates proprietary, in-house agents, powered by structured and unstructured financial and legal data.
By interacting with a centralised Agent — the Family Office Director— which interprets queries and coordinates proprietary, in-house agents, powered by structured and unstructured financial and legal data.
By interacting with a centralised Agent — the Family Office Director— which interprets queries and coordinates proprietary, in-house agents, powered by structured and unstructured financial and legal data.

Hey team - what would the impact on my wealth be if I sold my RSUs today? Thinking of putting £200k down for a house

Hey team - what would the impact on my wealth be if I sold my RSUs today? Thinking of putting £200k down for a house

Legal Agent

If you sell now, 1,114 shares will be delivered - but only 774 are sellable. The rest are still under holding restrictions.

Investment Analyst

The shares are trading at $565 and are quite liquid. That’s roughly $437,310 gross, including dividends. Details

Tax Agent

With a 52% effective tax rate, your net would be around $209,908. Details

Risk Analyst

Your stock options are in USD, but the mortgage is in GBP — so you're taking on FX exposure. Details

Head of Family Office

After the sale, your total wealth would be around $2,209,908 out of which 20% in liquid assets

But a few flags:

You have a $140k obligation due in February — let me know if you want me to factor that into your cash flow.

Your stock options are in USD, but the mortgage is in GBP — you’re taking on FX exposure.

Climbing up is hard – not slipping is harder

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