"Everyone talks about making money. Almost nobody talks about making it hold its shape — through a divorce, a drawdown, a decade of being bored with it. That's the craft."
— The Foundry partners' letter, 2026
Wealth management for builders
Your company is the ore. The exit is the melt. What you do next decides whether it hardens into something that lasts a century — or cracks under the first cold year.
Pour № 001 — Equity → Alloy
— four heats, in order, no shortcuts
Everything on one table: equity, options, cash, debt, the house, the side bets. You can't shape what you haven't melted down into one honest number.
The plan takes its form. Tax structure, entity design, and a target allocation cast around your real life — not a model portfolio's.
Concentration is brittle. We cycle it down in stages — tax-budgeted sales, hedges, exchange funds — until the structure can take a hit.
Low-cost, tax-aware compounding with quarterly inspection. Boring by design. The finish work is what people mistake for luck twenty years later.
Pure gold is soft. Pure equity is fragile. Strength comes from the mix. Drag the sliders and watch how your ingot recomposes — then we'll pressure-test it against your real balance sheet on the first call.
— six stations, one crew
Term-sheet to wire: QSBS, staged sales, charitable pre-positioning, and the tax bill modeled before you commit to anything.
→ 02A disciplined schedule for cooling a single position without lighting up a seven-figure tax event in one year.
→ 03Globally diversified, direct-indexed, rebalanced on rules. Priced in basis points; judged over decades.
→ 04Entity design, state strategy, loss harvesting, and equity comp timed across years — coordinated with your CPA.
→ 05A hard-capped allocation for angel checks and the next venture, so conviction never endangers the foundation.
→ 06Trusts, insurance, and titling that make the structure survivable — for you, and for the people who inherit the work.
→"Everyone talks about making money. Almost nobody talks about making it hold its shape — through a divorce, a drawdown, a decade of being bored with it. That's the craft."
— The Foundry partners' letter, 2026
Tiered rate declines as assets grow. Every fee on this wall is the whole fee.
Forty-five minutes. Bring the cap table, the fear, and the plan you're not sure about. We'll tell you what we'd forge — even if you don't hire us.