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Complex compensation. Concentrated equity. High visibility. We help you navigate the decisions that matter most before and after the liquidity event.
RSUs, NQSOs, ISOs, and ESPP shares vest on a schedule, and missing the window around any one of them costs real money. A plan built in advance is the only way to capture the full value.
Bonus income, equity vesting, and ESPP elections often fall in the same calendar year. Without planning ahead of each event, you pay more than you should.
Insider trading rules determine when you can act. Your financial plan has to work around your company's calendar, not just your personal goals.
Non-qualified deferred comp, pension elections, and supplemental plans carry real risk. When certain decisions are irrevocable, getting it right the first time is the only option.
Our executive wealth management service integrates planning, tax, investment, and estate work into a single ongoing engagement.
A structured onboarding, then an ongoing advisory relationship built around your compensation calendar.
Before we give any advice, we get the full picture: your vesting schedule, equity grants, deferred comp elections, and where your taxes sit today. We also want to hear what you're actually working toward. It's a conversation, not a form.
The plan maps each compensation event to your goals. The tax outcomes of your equity decisions are modeled and the sequence to act in is spelled out, so a vesting window never catches you flat-footed.
Then the plan goes to work: portfolio construction, tax-loss harvesting, your 10b5-1 filing, estate coordination. All of it runs in step with your tax and legal advisors, working from one plan rather than three.
You'll hear from us before every vesting event, through tax season, and whenever your role shifts. The plan moves with your career, not a step behind it.
Have questions? We’ve got answers. Here is what people are asking. If you don’t see what you’re looking for, feel free to reach out!
We map your full equity schedule (RSUs, options, ESPP) and build a plan around every vesting event before it happens. You're never reacting to a vesting event; you're prepared for it with the tax math already done.
We evaluate every available approach (10b5-1 plans, exchange funds, charitable remainder trusts, installment structures) against your liquidity needs and tax position. The goal is real diversification without triggering an unnecessary tax event.
Post-termination exercise windows can be as short as 90 days. We review your grant agreements before any transition so you know exactly what you have, what you stand to lose, and which decisions need to happen before you move.
Year-round, not just at filing time. Vesting events, bonus income, and deferred compensation distributions are all modeled in advance so we can take action when it matters, not manage the damage after.