View Single Post
Old 06-03-2021, 09:55 PM   #11363
Hondaracer
I have named my kids VIC and VLS
 
Hondaracer's Avatar
 
Join Date: Oct 2001
Posts: 39,479
Thanked 16,089 Times in 6,561 Posts
Failed 2,165 Times in 747 Posts
So this is a bit out of scope for me and was wondering if anyone had any input

Basically my wife holds private shares of a company she used to work for. She also has certificates for options she was awarded after she left as part of an agreement.

We are now looking to exercise some additional options she has available.

The financial guy at her former company recommend western Pacific Trust to hold these shares. I’m not quite familiar with private equities. They likely intend on an ipo in the next few years so a brokerage of some sort that can hold them would be ideal. However I’m assuming this isn’t somthing a personal Qtrade account etc could do?
__________________
Dank memes cant melt steel beams
Hondaracer is offline   Reply With Quote