Advising Senior Corporate Executives

Like many of today’s corporate executives who lead publicly traded companies, you may be so laser-focused on enhancing your firm’s growth and stability that you have little time to manage your own finances.

We have extensive experience with executive compensation platforms and can help you to understand the complex components of your pay package. On top of salary, components can include stock options, restricted stock (or share) units (RSUs) and other structures. We will help you decode and manage your compensation package.

Our years of experience working with corporate executives gives us a deep understanding of the challenges and opportunities they face.

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We can help you to:

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Understand and maximize the value of your executive compensation and benefits

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Advise you regarding stock options:

• Help you manage the tax and cash-flow implications around your performance-based compensation

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Provide guidance regarding restrict and share units (RSUs) when buying and selling securities

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Issue insider reports to provide trading transparency

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Manage large, concentrated insider positions tax-effectively

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Maximize your equity incentives

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Plan your equity trading

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Plan pre-liquidity tax strategies

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Navigate through transitional periods

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Create thoughtful and complete estate plans:

• Sell down your corporate shares over time

• Manage complex family dynamics

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Use your share positions to donate appreciated securities to achieve tax benefits and meet your philanthropic goals