Founder Strategy
The 90-Day Liquidity Event Playbook
A practical roadmap for founders and early employees after an IPO, acquisition, or secondary sale, including tax, diversification, estate updates, and risk controls.
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Sample thought leadership posts for a stronger digital presence.
These sample articles are positioned to attract founder/exec wealth clients, 401(k) plan sponsors, and family office prospects while reflecting Three Bell's existing tone and service model.
Retirement
3(21) vs 3(38): What Plan Sponsors Need to Know
A plain-language explanation of fiduciary models under ERISA and how each model changes committee workflow, liability exposure, and implementation speed.
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How to Survive K-1 Season Without Chaos
An operating system for collecting, validating, and routing K-1s and related partnership documents so families, advisors, and CPAs stay synchronized.
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