Tech Success

As a Silicon Valley technology executive, senior manager, venture capitalist, or young entrepreneur, you take calculated business risks every day. Your success, and the success of the company to which you devote so much energy, depend on you making the right decisions. Your choices today determine your financial future, that day when you retire or choose a work-optional lifestyle. The bottom line is this: Life is very different when you don’t need to work. You can prepare for that transition tomorrow by asking the tough questions today: • What are my financial assets, liabilities, risks, and future obligations? • Have I mitigated the risk of concentrated stock positions? • Am I maximizing earnings after taxes? • Will my estate plan make the transition easy for my family? • Have I prepared my kids to inherit significant wealth? • What do I want to do when work is a choice, not a necessity? • How, exactly, will my wealth replace employment income? In Tech Success, husband-wife team Trevor Strudley and Heather Stiles, share their combined six decades of technology and private wealth management insights. They lay out the steps needed to navigate your transition to retirement or to a work-optional lifestyle. Tech Success is a practical, accessible guide to build, protect, and transfer multigenerational wealth while making a meaningful impact on your community and the world. With the wisdom Tech Success provides, you can free up your creative energy and focus on you and your family’s next great adventure!

TREVOR STRUDLEY, MSc, MBA, CRPC, CFP, has three decades' experience with technology, covering the spectrum of information technology, biotech, and clean-tech. He spent two decades launching new technology products and companies, internationally and domestically, from small startups to large multinational corporations. After the excitement of pre-IPOs, IPOs, and private-equity investing, he became a partner in his wife's private wealth-management practice, focused on making work optional for Silicon Valley technology executives and their families.

Is It All Downhill from Here? The Journey Begins Getting to “Work-Optional” Happiness Is Sustainable Income Social Security Income—Not Just an Afterthought Debt Is a Four-Letter Word Planning Your Exit What Have You Got to Lose? Paying the Piper—Income-Tax Planning Legacy Planning Done Right Teaching Your Kids to Deal with Wealth Planning to Give Back International Issues: Coming and Going Retirement: The Spouse or Partner Viewpoint Wealth Management: A Great Team Makes All the Difference How Much Is Enough? When Can I Retire? Top Ten Ideas for Financial Success Risks and Rewards—The Fine Print Useful Resources Acknowledgments Final Word About the Authors About Raymond James Can We Help You Be Successful?