Wealth strategy for executives with concentrated stock and complicated tax pictures
Your compensation is more complicated than a salary, and your calendar has no room for it. We handle the equity, the taxes, and the timing so your hard-won stock turns into diversified wealth.
A large share of your net worth is tied up in your employer's stock, vesting on a schedule you did not set and taxed in ways that are easy to get wrong. Hold too long and you are dangerously concentrated; sell at the wrong time and you hand a chunk to taxes, or to a blackout window.
You also have less time than almost anyone to manage it. Between the day job and the travel, the planning that would protect what you are earning keeps getting pushed to next quarter.
What you want is simple to say and hard to find: someone who understands equity compensation cold, coordinates with your tax advisor, and just handles it.
What you'll work through with us
What we manage on your behalf:
We start by mapping every grant: what vests when, how it is taxed, and how much of your wealth is riding on one company. That picture usually makes the next moves obvious.
Then we put a system in place: a target for how much stock to hold, a disciplined schedule to sell the rest (through a 10b5-1 plan if you are restricted), and a tax plan that sequences exercises and sales to keep the bill in check.
We coordinate with your tax advisor and work around your calendar, not the other way around. You make the calls; we do the work that makes them easy.
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See how we work with corporate executives
Tell us where you are. The first conversation is 30 minutes, no preparation needed. We'll learn about your situation and you can decide if there's a fit.