Unlock returns from your appreciated assets without selling them. Earn steady income today without compromising future growth.
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Discover how Embark Fund enables you to unlock liquidity from your appreciated assets without triggering a taxable event. Watch our comprehensive explainer to understand the mechanics.
Embark solves your two biggest concerns: getting paid now and protecting against downside risk — all without selling your stock.
| Hold | Sell & Diversify |
Embark
|
|
|---|---|---|---|
| Immediate Income | No income | No income | 10%+ Targeted Income |
| Downside Protection | Full risk | Diversified | Stock + Diversified Income |
| Keep Your Stock Position | Yes | Must sell | Yes |
| Participate in Upside | N/A | N/A | Yes — keep high-conviction positions while earning income |
| Tax Efficiency | N/A | Low | Very High |
| Time to Recover Investment | — | — | 5–10 years through income |
See the numbers for yourself
Try the CalculatorSee how Embark can unlock liquidity and generate yield from your appreciated assets — without triggering a taxable event.
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Sophisticated amped strategies earning time premium.
Efficient structuring for long-term wealth preservation.
Strategic Special Purpose Vehicles focused on premier technology companies, combining institutional-grade execution with exclusive access.
Meta Platforms Inc.
Alphabet Inc.
Advanced Micro Devices
Apple Inc.
Coming Soon
Amazon.com Inc.
Coming Soon
Microsoft Corp.
Coming Soon
NVIDIA Corp.
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Tesla Inc.
Coming SoonWe're always expanding our coverage. Tell us which stock you'd like to see next.
Each SPV is structured to provide tax-efficient exposure to premier technology companies while generating consistent income through sophisticated option strategies.
Generate consistent income from assets that traditionally yield nothing.
Strategies designed to capture growth while mitigating volatility.
Sophisticated hedging to protect your principal wealth.
Defer taxes on highly appreciated assets while diversifying.
Managed by veterans in private equity and tax structuring.
Access capital for new opportunities without liquidating core holdings.
Understand the mechanics of unlocking value. View our explainer videos and read about our structured approach to wealth preservation.
Core Concept
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Read ArticleInvestors with significant appreciated assets looking for liquidity without selling.
Individuals holding concentrated equity positions seeking diversification.
Entities managing generational wealth requiring tax-efficient yield strategies.
Holders of pre-IPO stock or early equity looking to realize value.
Schedule a meeting with one of our experts to discuss how Embark Fund can help you unlock value.
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