SIGNIFICANT EQUITY AT STAKE? PLAN FOR THE IPO
A successful IPO can create a surge of wealth — and complexity. Are you prepared to navigate it?
The U.S. IPO market is rebounding, with issuance up significantly year-over-year and high-profile deals expected to continue. For founders, executives and employees, the path to an IPO can be both exciting and all-consuming, forcing a range of complex, interconnected decisions, often with multiple advisors involved.
How much will I owe in taxes, and when?
- What rules and restrictions will apply to my company shares?
How do I plan financially for the short- and long-term?
What estate planning strategies should I be thinking about?
Download the guide for practical insights on the tax, equity, liquidity, estate planning, and share-related rules and restrictions that often accompany an IPO — plus a checklist to help you prepare before key deadlines and decisions arrive.
How Northern Trust Can Help
An IPO brings opportunity — but also a flood of outreach and pressure to act quickly. Northern Trust helps you cut through the noise with the experience to navigate complex liquidity events and a coordinated view of your full financial picture. By integrating trust and estate planning, investment management, tax strategy and philanthropy, we help you make clear, intentional decisions around equity, timing and liquidity, so this milestone supports lasting outcomes for your family.
GET THE GUIDE
Download the guide to approach your company’s IPO with greater clarity and a clearer plan.
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