Make the most of your equity-based compensation.

A lot of executives come to us for help strategizing their equity based-compensation. Often, their package is so complex they’re worried they'll miss out on income opportunities or smart tax reduction strategies. We know this territory well. We’ll help you:

  • Fully understand your compensation package and make informed choices.
  • Track your short- and long-term incentive plans, deferred compensation, restricted stock units, and options, so you don’t leave anything on the table.
  • Maximize your employee benefits.
  • Optimize how you use your assets to fund your financial goals.
  • Limit the correlation of your investment capital and human capital.
  • Mitigate investment risk that can derail your financial plan.
Helpful information for executives: