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An exclusive program for Anthropic employees

Your equity, explained. Your advisor, matched.

Education first, with no obligation to move forward.

Private company equity comes with decisions most people rarely face: when to exercise, how the taxes work, and what happens when there's a liquidity event. Dynasty helps you understand your options, answers your questions, and when you're ready, matches you to one of our network advisory firms that's specialized to your unique circumstances.

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About Dynasty

Dynasty Financial Partners supports a national network of independent wealth management firms, providing the technology, services, and infrastructure they run on.

We have a unique vantage point to understand which firms specialize in the types of services you require. Any introduction we make is based on your needs, not anyone else's.

Learn more about Dynasty
60
Independent firms in the Dynasty network
$134B
Network client assets, as of Dec. 2025
16
Years supporting independent advisors

How it works

Three steps, at your own pace. You control how quickly you move through the process.

Tell us about your situation

A brief form covering your contact details, financial goals, and how you'd like to interact with us. We never ask for anything confidential.

Talk with Dynasty

We'll set up a brief call with one of our accredited team members who can explain how private company equity works and learn what you'd want in an advisor.

Get matched with a firm

We introduce you to a firm in our curated network of independent advisors that specializes in your specific needs and situation. Dynasty acts as your concierge throughout the matching process and is here to answer any questions along the way.

Start with the form

Learn at your own pace

Guides organized around the decisions you'll face, meeting you wherever your knowledge stands. Built from real experience working with private company equity holders, going well beyond what a surface-level search turns up.

Illustrative four-year vesting schedule with a one-year cliff 0%25%50%75%100% GrantYear 1Year 2Year 3Year 4 1-year cliff 25% vests at once then monthly Fully vested

Illustrative only. Your grant documents set your actual schedule.

Understanding your equity

Know exactly what you hold

Options, RSUs, stock grants, and vesting schedules each work differently. The details of your grant determine what choices you have and what each one sets in motion, so it pays to know exactly what you've been given.

ISOsNSOsRSUsVesting schedulesGrant documents
Explore equity basics
Illustrative timeline from grant to exercise to sale, with tax events at each stage ISO favorable tax treatment generally requires holding 2+ years from grant and 1+ year from exercise GrantExerciseSale Often no taxfor options NSOs: ordinary incomeISOs: AMT may apply Capital gainsshort or long term

Illustrative and simplified. Not tax advice.

Decisions and taxes

Make the big calls with the tax picture in view

When you exercise and when you sell can change your tax bill dramatically. Understand the tradeoffs proactively, before you've incurred any tax liability. Advisors in our network can help you understand the tax implications before you make any decisions.

Exercising optionsAMT83(b) electionsQSBSHolding periods
Explore decisions and taxes
Illustrative liquidity timeline: an optional tender offer, then an IPO, a lockup period, and a window when sales can begin Lockup period Tender offerIPOWindow opens If offered,before an IPO Often around180 days Sales can begin,within trading rules

Illustrative only. Timing and terms vary by company and are set by company policy.

Liquidity events

Know what to expect when you're eligible to sell your shares

Tender offers, IPOs, and lockup periods each come with their own rules and windows. Knowing them in advance means the moment does not catch you unprepared.

Tender offersIPOsLockup periodsTrading windowsDiversifying
Explore liquidity events
Illustrative comparison of a portfolio concentrated in one company's stock versus a diversified portfolio Before: concentrated One company's stock After: a diversification plan Company stock Stocks Bonds Cash and other

Illustrative only. Not a recommendation for any allocation.

After a liquidity event

Turn a windfall into a plan

A large, sudden change in net worth raises new questions about taxes, philanthropy, family, and how to make your money work for you.

Windfall planningConcentration riskPhilanthropyEstate planningChoosing an advisor
Explore planning after liquidity

How Dynasty helps

Dynasty acts as your concierge through every step of this process. From education to introductions, we're uniquely qualified to match you with the advisor in our network best suited to your circumstances.

Education first

We start by answering your questions. Understanding comes before any introduction.

Matched, not assigned

We know what each firm in our network specializes in, and we introduce the ones that fit you.

No obligation

No cost to talk with us, and no requirement to work with any firm we introduce.

Wherever you are

Just joined, years into vesting, or already liquid. The conversation starts where you are.

Get a free consultation

Not ready for a call? Browse the library and learn on your own schedule.

From the library

Plain-language guides to private company equity. New guides are added regularly.

After a liquidity event

Sudden wealth: why it can feel strange, and why a pause helps

A liquidity event is supposed to feel good, and often it does. It can also feel disorienting, awkward, or oddly heavy. If that's true for you, you're in good ...

2 min read
Decisions and taxes

Why your RSU tax withholding may not cover your tax bill

The most common money surprise after a liquidity event isn't a bad investment. It's a tax bill that's much larger than expected, because less tax was withheld ...

2 min read
Equity basics

The three things worth doing first

Not everyone wants to become an expert in equity compensation, and you don't have to. If you'd rather keep this simple, these three steps protect you from the ...

2 min read
See all articles

Frequently asked questions

Straight answers about how this works and what it costs.

Is there a cost to talk with Dynasty?

No. The consultation and the introductions cost you nothing. If you choose to work with a firm we introduce, you would agree on fees directly with that firm.

Do I have to work with a firm in Dynasty's network?

No. You are free to meet any, all, or none of the firms we introduce, and you can keep working with an advisor you already have.

Who will I actually talk to?

A member of the Dynasty team. Their role is to understand your situation, answer your questions, and figure out which firms in our network are a good fit.

What happens to the information I share?

It stays with Dynasty. We share it with a firm in our network only after your first call with us, and only with your permission.

How is Dynasty paid?

Dynasty is compensated by the firms in our network when an introduction becomes a client relationship. You pay Dynasty nothing. Because those firms pay us, we have a financial incentive to make introductions, and we will walk you through the details before any introduction is made.

= Does Dynasty have inside information about Anthropic?

No. Our educational content covers how private company equity works in general. We do not have, and will not discuss, non-public information about Anthropic's plans, valuation, or timing.

Have a question we did not cover?

Ask us directly. That is exactly what the first conversation is for.

Get a free consultation