We help you manage stock options, RSUs, and grants without missing a step.

Personalized Equity Planning for Professionals

We help you clarify stock options, RSUs, grants, and other equity compensation—turning complex packages into a powerful wealth-building tool without missing a step.

Many professionals receive compensation beyond salary—like RSUs, stock options, ESPOs, IPO shares, and grants. Managing these assets requires specialized expertise to navigate tax implications, liquidity needs, and portfolio risks.

Why It Matters

Equity compensation can represent a significant portion of your total wealth, but without careful planning, it can also expose you to unnecessary tax burdens, illiquidity, and excessive concentration in your employer’s stock. Mismanaging equity can limit your ability to grow and transfer wealth effectively. Strategic equity planning empowers you to confidently capture maximum value, reduce financial risks, and align these complex assets with your broader financial goals.

What We Do

We guide you in managing the value of your equity compensation while potentially minimizing taxes and aligning your holdings with your broader financial goals. Our approach helps you:

• Provide strategies to potentially maximize equity value and reduce tax impact

• Plan liquidity without sacrificing long-term growth

• Diversify to avoid overexposure to your employer’s stock

• Develop exit or succession strategies aligned with your wealth goals

Key Equity Types We Manage

• RSUs: Manage vesting schedules, tax impact, and diversification opportunities.

• ESPOs: Navigate tax-efficient participation and holding periods.

• Stock Grants: Balance concentrated holdings and tax exposure.

• IPO Shares: Plan liquidity and tax strategies around IPO events.

• Stock Options (ISOs & NSOs): Develop exercise strategies to potentially capture maximum value with tax efficiency.

How We Help You

• Value Maximization: Tailored strategies for your unique equity mix.

• Tax Optimization: Strategies to potentially minimize ordinary income, capital gains, and AMT risks.

• Diversification: Reduce company stock risk while preserving growth potential.

• Liquidity Planning: Align exercise and sale timing with your financial needs.

• Integration: Coordinate equity with your retirement and estate plans.

Get Started

Equity compensation is a powerful wealth driver—but only when managed strategically. Let us help you work towards unlocking the full potential, so you can confidently pursue grow and manage your wealth.