I HAVE EQUITY COMPENSATION.  
NOW WHAT?

MAKE THE MOST OUT OF YOUR EQUITY COMPENSATION
AND AVOID COSTLY MISTAKES WITH THIS HELPFUL GUIDE.

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ABOUT ORCHARD CITY

We have helped many families gain a sense of control over complex issues like equity compensation packages and taxes. Our clients work for some of the biggest tech, bio-tech, and start-up companies in Silicon Valley and across the country. They face major transitions like job changes and promotions, IPO of their company, buying a house, having children, and supporting parents.

How We Work With Clients

As a fee-only fiduciary, we balance working through complex financial matters with our life planning approach that aligns your money with your vision, values, goals, and priorities.

Financial Advisory Services

We help tech professionals thrive with financial strategies that go beyond money management. No more wondering if you’re making the right moves with your wealth.