Grant analysis
We map both partners’ equity exposure, surface overconcentration, and set a diversification window before the tax bill lands.
Cairnwell
Cairnwell serves Dual-Career Couples
Join CairnwellCairnwell helps two-income technology households turn tangled equity and irregular cash flow into one coordinated, long-horizon plan.
Dual-career couples run into the same four knots
- Two vesting calendars that collide every quarter
- Layered tax planning across restricted stock
- Knowing which grant to sell, and in which year
- Concentration risk hiding inside one employer
Here’s how Cairnwell helps
Tax coordination
Model outcomes across two incomes and two vesting schedules, then cut the overlap that quietly drags household returns.
One household view
Both portfolios in a single ledger, with investments and cash flow aligned to the goals you actually share.
Advisory on call
Direct, data-backed guidance on when to sell and how much — so neither partner decides alone at 11pm.
Long-horizon strategy
Vested equity moves into diversified Cairnwell portfolios — public, private, and treasury — built for independence.
The service you’d expect from a private bank — direct, available, and current to the day
We are a full-service firm built around high-stakes money decisions, from a single tender offer to a thirty-year plan.
Your whole balance sheet, readable in ninety seconds
We do the work in the background. Check positions, vesting dates, and cash from anywhere in an app that stays quiet until it matters.
Join CairnwellInside Cairnwell
