RSUs, ISOs, NSOs, PSUs, deferred comp, 10b5-1 plans, concentrated stock. Your compensation isn't a paycheck — it's a tax problem, a concentration problem, and a planning opportunity, all at once. We coordinate all three.
A rolling sell-to-diversify plan, not another year of accidental concentration — with tax withheld against the real bracket, not the default 22%.
AMT-aware exercise timing, cash-flow modeling, and multi-year gain harvesting so option value isn't given back to the IRS.
Written diversification schedules that comply with insider-trading windows and coordinate with the household cash-flow plan.
Election windows, distribution schedules, and the tax bracket you'll actually be in the year the money lands.
Exchange funds, charitable strategies, and structured hedges evaluated against a plain-vanilla diversify-and-pay-tax baseline.
Roth conversions, charitable stacking, and QSBS coordinated with equity events across a multi-year window.
Most executives have three or four advisors and no unified plan. A 30-minute call is enough to see whether integration would change your after-tax outcome.