We understand the challenges you face. That’s why a comprehensive approach is needed in the analysis of various factors including your compensation package, equity position, and other corporate benefits. We recommend appropriate strategies for your situation taking all of your financial considerations into account. We can help address questions including:
- Am I too concentrated in my company stock?
- Are there strategies that could reduce my taxes and better diversify my company stock?
- When should I exercise my stock options?
- Should I sell RSUs as they vest, or hold them for long‑term growth?
- How can I avoid surprises from AMT when exercising stock options?
Is Your Family’s Wealth Plan on Track?
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