Whether it be in the form of stock options, restricted stock or deferred compensation, we have found that our clients in the technology and start-up industry often have a large amount of their net worth tied up in the companies they work for. Typically these holdings cannot yet be realized and require more sophisticated planning and investment strategies.
Developing a plan becomes paramount when faced with the fortune of newfound wealth and the burden of impending tax liabilities. Services that we provide to help guide you through this process are:
- Mitigating the risk associated with concentrated stock positions through diversification
- Reducing, affecting the timing of, and shifting either current or future income tax liabilities
- Developing divesting strategies of concentrated stock positions
- Navigating the IPO market
Forms of executive compensation that we specialize in include:
- Incentive Stock Options (ISOs)
- Nonqualified Stock Options (NSOs)
- Restricted Stock Units (RSUs)
- Stock Appreciation Rights (SARs)
- Deferred Compensation
- Employee Stock Purchase Plans (ESPPs)
- Executive Compensation, Benefit Packages, and other Stock-Based Awards