After the IPO: wealth strategy for the boom and the squeeze
An IPO is a milestone, and a transition. Through our Private Desk, we help founders, employees, hedge funds, and family offices turn new liquidity into lasting strength, with metal vaulted in their own name.
Weather the storm at sea, not at the dock
Remember Forrest Gump's shrimp boat? When the hurricane came, the boats tied up at the docks were smashed against the shore. The one boat out on the open water rode out the storm. When the skies cleared, it was the only boat left to fish, and the catch was enormous.
Markets work the same way. The next few years may be a boom. The smart move is to prepare for the squeeze that often follows a big growth period, so that when others are forced to sell, you are the one able to buy.
Read the desk viewStrength of metal, flexibility of liquidity
After a big liquidity event, the conversation changes. It is no longer about getting rich. It is about staying strong through the full cycle: the boom, the correction, and the opportunities that appear when capital is scarce.
Some strategists note that big IPO years have often lined up with market tops (Carson Group, citing Goldman Sachs). History also shows what tends to hold up when stocks fall: in U.S. equity drawdowns of 15% or more, gold has delivered an average return of 7.18% while the S&P 500 fell 23.48% (State Street Global Advisors).
A strong business, fund, or family weathers the storm the same way the shrimp boat did: by being positioned before it arrives. Vaulted metal gives you the strength of an asset that stands outside markets and banks, and the flexibility of liquidity, because allocated bars can be sold or delivered quickly when it is time to act.
Vaulting is the goal in every plan. Whatever the cycle brings, your reserve is already in the vault, in your name.
Insights for founders and employees
Insights from the desk
Weathering the squeeze
Vaulting
Liquidity
Family
Insights for hedge funds and family offices
Our white glove services
- Vaulting, the goal in every plan
- Every plan we build ends in the same place: physical gold and silver, 100% allocated and segregated in your own account, third-party audited, and verifiable on video or in person.
- Liquidity planning
- Size a reserve that can be sold or delivered quickly, so you never have to sell a business, a fund position, or a stock at the bottom to raise cash.
- Concentration diversification
- Convert a planned share of a concentrated stock or carried interest into metal on a set schedule, alongside your equity advisors.
- Tax Aware coordination
- Time stock sales and metal purchases with your CPA, and keep the records that collectibles tax rules require.
- Family and entity vaulting
- Hold metal in your name, a trust, a fund, or a family office entity, each in its own segregated account with clear access instructions.
- White glove logistics
- Insured, armored delivery, private viewing rooms, and quarterly verification, handled personally by the two people who know you.
Frequently asked questions
My company just went public. Should I sell my shares right away or hold on?
Neither extreme tends to work. Most plans sell in stages on a pre-set schedule, with a fixed share of each sale going into vaulted metal. That way you keep upside in the stock and build a reserve that does not depend on it.
What are the most important things to do after my company's IPO?
Write down your goals, map your equity and tax dates, set up a trading plan, open your vault account, and hold off on large lifestyle commitments until your first sale settles.
How do I manage having so much of my wealth tied to one stock?
Diversify on a schedule rather than by feel. Physical metal is a natural counterweight: it has no earnings, no CEO, and no ticker, and it has tended to hold up when stocks fall.
We are a hedge fund or family office after a big exit. How does the desk help?
We help you hold a strategic reserve in allocated metal, titled to the fund or entity, with institutional-grade reporting, audits, and the ability to sell or deliver quickly when opportunities appear.
Why prepare for a squeeze when markets are strong?
Because the time to buy a lifeboat is before the storm. Big IPO years have often lined up with market tops, and the strongest balance sheets after a downturn are the ones that prepared during the boom.