Turn company stock into a smart wealth-building strategy.

Equity compensation can be life-changing — but it can also be confusing and risky without proper planning. Stock options, RSUs, and other forms of equity often come with complex tax implications, vesting schedules, and market volatility. Without a thoughtful plan, you may end up with unnecessary taxes or a portfolio heavily concentrated in a single company.

Our equity compensation planning service is designed specifically for individuals navigating large stock positions and liquidity events. We help turn uncertainty into clarity.

What’s included in this service:

This offering provides personalized, one-on-one guidance to help you make informed and confident decisions regarding your company stock. We’ll assess your current situation, develop strategies for tax efficiency, and plan smart liquidation strategies.

You’ll benefit from:

• Detailed equity analysis (RSUs, ISOs, NSOs, ESPPs)

• Customized liquidation and diversification plans

• Tax-optimized sale strategies (AMT, long-term vs. short-term capital gains)

• Cash flow and risk management guidance

• Alignment of equity with personal financial goals

Capabilities:

Our deep understanding of complex equity plans allows us to offer expert advice tailored to your specific situation. Whether you're pre-IPO, recently vested, or planning your exit, we provide scenario analysis, ongoing monitoring, and proactive advice.

We work alongside your CPA and estate attorney to ensure a cohesive approach to tax minimization and wealth growth.

Benefits:

By working with us, you'll avoid common pitfalls that erode wealth and create unnecessary stress. You'll gain confidence in your decisions, protect your portfolio from overexposure, and align your stock strategy with life’s bigger picture.