Equity Compensation
Turn equity awards into a clear plan.
RSUs, stock options, and employee stock purchase plans come with tax, timing, and concentration decisions. We help you see them in the context of your whole financial picture.
How we help
Your equity is part of a bigger plan.
Equity awards can be a significant part of your total compensation, and they come with decisions that are easy to get wrong when made in isolation: when to exercise, when to sell, how much company stock is too much, and how each choice affects your taxes. We help you understand your awards, coordinate the tax and timing considerations with your tax professional, and build a diversification approach that supports your broader goals.
- Restricted stock units (RSUs)
- Incentive and non-qualified stock options
- Employee stock purchase plans (ESPPs)
- Concentrated company-stock positions
- Tax planning around vesting, exercise, and sale
- Career transitions and unvested awards
- Liquidity events such as an IPO or acquisition
- Integrating equity into your financial plan
Explore our services
Every part of the plan should work together.
Our services are designed as connected parts of an ongoing advisory relationship.
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