WHO WE SERVE
We help tech leaders like you turn today’s equity into tomorrow’s freedom.
Case Study 1
Big Tech Problems (Equity from 2 Companies, Taxes)
Story
Priya climbed the ranks at one Big Tech giant, then moved to another with a lucrative equity package. She suddenly had overlapping RSUs, ESPPs, and stock options across two companies.
Pain Point
The complexity — compounded by confusing, ever-growing tax bills — left her overwhelmed and second-guessing every decision.
Schmidt’s Solution
We untangled Priya’s equity picture, built a clear plan for exercising and selling stock, and implemented tax strategies that gave her confidence and control.
Lesson
Complexity compounds until you create one clear strategy to manage it.
Case Study 2
IPO Arrives… and a Surprise Tender Offer
Story
Daniel, a product lead at a fast-growing startup, finally saw the IPO he’d been waiting for. Then, a surprise tender offer landed before the public offering.
Pain Point
Should he sell early? Hold? Exercise options now? Every path seemed risky, and one misstep could mean a painful tax bill or missed upside.
Schmidt’s Solution
We modeled out Daniel’s choices, showing the tax and cash flow impact of each scenario. With a tailored IPO playbook, he moved forward with clarity and confidence
Lesson
Big opportunities demand big clarity — modeling scenarios beats guessing every time.
Case Study 3
Tech Career 25+ Years — What’s Next?
Story
Elena spent 25 years building her career across Silicon Valley. Her retirement accounts were strong, her equity had paid off, and she wasn’t ready to slow down.
Pain Point
Wealth wasn’t the issue — direction was. Should she retire early? Advise startups? Explore a new venture?
Schmidt’s Solution
We built a flexible plan that secured Elena’s lifestyle while creating room for new opportunities. With her wealth aligned to her goals, she could step into her next chapter without hesitation.
Lesson
The right plan doesn’t just secure your wealth — it unlocks your freedom to choose what’s next.
Ready to become a Schmidt client?
