Our Solutions
With our solutions you can use your shares today to access the wealth management solutions used by the smartest investors
Risk Reduction
Exchange Fund
Risk Reduction
Exchange Fund
Exchange your shares tax-free into the Exchange Fund, a diversified portfolio of leading venture-backed companies
Liquidity
Exchange Loan*
Liquidity
Exchange Loan*
Access cash on demand with a non-recourse Exchange Loan
Option Exercise
Option Exercise Loan*
Option Exercise
Option Exercise Loan*
Finance the exercise of your stock options today
Lifetime Income
Charitable Remainder Trust
Lifetime Income
Charitable Remainder Trust
Grow your assets tax-free while receiving annual cash distributions during your lifetime and reducing your taxes today
Tax Savings
Donor Advised Fund
Tax Savings
Donor Advised Fund
Get an immediate tax deduction by using your shares to donate to your charities
Talk to a friendly Customer Service Representative to learn how these solutions can meet your specific needs.
Collective explained in 2 minutes
Learn how Collective's solutions enable you to manage your risk and maximize your wealth
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