Brooklyn Fi × Anthropic
You're building the future of AI.
We'll handle the money part.
With an IPO on the horizon, your equity is about to become one of the most consequential financial decisions of your life. Most advisors won't know what to do with it. We will.
Book a free intro call → What the IPO means for you
CFP®
Fiduciary
CEP
Equity experts
CPA
Tax-first
You're working on one of the most important technologies ever built.
But when it comes to your own equity, taxes, and wealth,
whose in your corner?
At Brooklyn Fi, we help Anthropic employees and AI professionals turn complex compensation into a clear financial strategy.
Working at Anthropic means your financial situation is unlike almost anyone else's. You may be navigating:
RSUs with double-trigger vesting tied to a liquidity event
ISOs and NQSOs with very different tax treatment
A tender offer and IPO potentially landing in the same tax year
Total comp that could push you well above the $1M tax threshold
AMT exposure, QSBS eligibility, and decisions with no second chances
Brooklyn Fi helps Anthropic employees turn those moving parts into a cohesive financial plan that protects what you've earned.
⚡
Anthropic's IPO is approaching. The planning window is now.
Tender offer taxes, lock-up periods, and RSU settlement all have deadlines. The decisions made before the IPO define the outcome after it.
Read our IPO guide →
Why Brooklyn Fi
We work with people whose pay is complicated.
Most advisors have never seen a double-trigger RSU, let alone an ISO stack sitting next to a tender offer at a multi-hundred-billion dollar valuation. We have. We do this every day.
01
We're fiduciaries, always
No commissions. No product sales. We only get paid by you, which means every recommendation is genuinely in your interest.
02
We do taxes too
Financial planning without tax planning is half a plan. CPAs and EAs on staff so your returns and your financial plan talk to each other.
03
Equity is our specialty
CEP-credentialed advisors who understand RSUs, ISOs, NQSOs, double-trigger vesting, and QSBS and what each means for your taxes and long-term wealth.
04
We actually do it all
One team handles your investments, financial plan, insurance review, and tax return. No hand-offs. No gaps.
Anthropic IPO Prep
The IPO is coming.
The clock is already running.
The IPO year could be the highest-income year of your career. Between RSU settlement, ISO exercises, tender proceeds, and your base salary, total taxable income could reach $1M to $10M or more. The planning has to happen now.
1
Know exactly what you hold and when it settles
Double-trigger RSUs, ISOs, NQSOs each has different vesting mechanics, tax treatment, and timing. Most Anthropic employees hold a mix. We map it all out before anything moves.
2
Coordinate the tender offer with your other income
If tender proceeds stack on top of your salary, bonus, and RSU vesting in the same year, you could be paying more than half in taxes. Timing and coordination matters enormously and it has to happen before you submit your election.
3
Handle AMT, QSBS, and ISO exercise timing
Early employees may be able to exclude up to $15M in capital gains from federal taxes under QSBS rules. ISO exercises can trigger AMT if timed wrong. These are high-stakes decisions with no do-overs.
4
Deploy the liquidity with intention
The employees who build lasting wealth through IPOs pre-decided where every dollar goes before the money arrived. We build that plan with you diversification, cash reserve, long-term investing before it's urgent.
The tax reality
Your IPO year could be your highest-tax year ever.
At high income levels, your combined federal and state tax rate on ordinary income can easily exceed 40% or more. If your RSU settlement, tender proceeds, salary, and any ISO exercises all land in the same calendar year, every dollar of coordination matters.
We model the full picture before anything vests or settles, so you can make decisions that are actually informed.
Double-trigger RSU planning
We model when your RSUs settle post-IPO and what the tax hit looks like at different valuations.
ISO exercise timing
Exercising your ISOs at the wrong time can trigger a massive AMT bill. We plan exercise batches across years to minimize it.
QSBS eligibility review
Early employees may be able to exclude up to $15M in gains from federal taxes. We verify eligibility and document it properly.
Tender offer coordination
We help you decide how much to sell, in which tax year, and how to coordinate it with everything else before you submit your election.
Post-IPO diversification plan
Concentration in a single AI stock is a real risk. We build a sell and reinvest strategy that doesn't leave everything on the table.
Credentials that matter here
Equity compensation at this scale is a specialty. These are the designations that tell you we actually know what we're doing.
CFP® CEP CPA EA CPWA®
Get started
Start before the
IPO window closes.
The best time to plan is before the IPO not after you're scrambling with liquidity you weren't ready for.
Book a free intro call →
No commitment. 30-minute call with an actual advisor.
See our fees  ·  About Brooklyn Fi
Brooklyn Fi
Brooklyn Fi is a registered investment advisor. This page is for informational purposes only and does not constitute financial, tax, or legal advice.