Lebard

From paper to wealth
Enjoyed by early employees and professionals from Copper, Monzo, J.P. Morgan, AWS, Disney AI and many more affluents who like control
ready when you are
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.
wealth pockets
Every story is unique. We handle any asset, in any form
Pension Plan
Soon
Real Estate
Soon
Banks
Soon
Brokers
Soon
…more

Climbing up is hard – not slipping is harder
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