Live webinar · Free · May 22, 2026
Your OpenAI equity: proactive planning before the IPO moment
A practical session for OpenAI employees on understanding your equity, navigating liquidity options, and building a real financial plan before the IPO window opens — hosted by two advisors who’ve helped tech families navigate exactly this from the inside.
What we’ll cover
1
Why diversification matters
Concentration risk and what a balanced picture looks like
2
Understanding your equity
ISOs, NSOs, RSUs — common vs. preferred, what you actually own
3
Getting liquidity before IPO
Secondary markets, tender offers, and what’s permitted
4
Tax considerations
AMT, ordinary income vs. long-term capital gains, exercise timing
5
Tax mitigation strategies
Tax loss harvesting, charitable vehicles, trust and estate planning
6
Post-event asset allocation
Diversification frameworks and what a real plan looks like
Reserve your spot
Will you be joining live?
No problem — we’ll send you the recording and a summary within 24 hours of the session.
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About Waypoint West
Waypoint West is an independent RIA built for the rising generation of wealth builders — founders, senior operators, and next-generation clients navigating liquidity events, concentrated equity, and the transition to long-term capital stewardship. We specialize in integrated investment strategy, tax and estate planning, private markets access, and portfolio architecture tailored to your moment.
Your hosts
Brooks Schaffer
Co-Founder, Waypoint West
Brings institutional investment experience from Alkeon Capital and BlackRock. Focused on private markets and portfolio construction for rising-gen and operator clients navigating concentrated equity and liquidity events. CFA charterholder.
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Haley Schaffer
Managing Partner, Waypoint West
Previously led OCIO investment strategy at ICONIQ Capital, advising tech founders and family offices. Began career at BlackRock’s Alternative Solutions Group, where she helped launch BlackRock’s first social impact fund.
Past experience from
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