Equity Compensation Planning

business owner planningEquity compensation can present a unique opportunity to build long term wealth; with that opportunity comes a specialized set of risks and issues that must be addressed.

We work with Equity Compensated executives to help them identify and mitigate these risks as we formulate their personal financial plans.

We cannot accomplish this alone. We will engage directly with your company HR department when needed, a CPA for specialized tax projections, and estate attorneys to formulate strategies to help mitigate risk, liquidate options, and move you toward your desired objectives… whether that be paying for an Ivy league education, starting a business, transitioning to retirement, executing philanthropic endeavors, or something as simple as a systematic liquidation plan for your concentrated equity positions.