Leading your team and running a successful enterprise is a rewarding endeavor. Success requires you to manage people and processes to ensure the operation to runs smoothly.
With your success so intricately intertwined with the success of your company, deciphering the intricacies of your compensation package shouldn't be a full-time job in and of itself.
We take the time review your entire personal balance sheet and how the benefits and incentives provided by your employer interact with your personal resources to affect your risk exposure, tax liability and return expectations - both to your investments and your efforts.
Some of the most common forms of executive compensation requiring a nuanced approach to your wealth management plan could include:
- Restricted Stock
- Deferred Compensation
- Incentive Stock Options (ISOs)
- Non-Qualified Stock Options (NQSOs)
- Section 162 Bonus Plans
- Split-Dollar Life Insurance
- Severance / Change of Control Agreements