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Executive Planning

Companies today are using equity compensation as a powerful way to attract high-quality employees and to cultivate an engaged and productive workforce. Employees who participate in their company's equity compensation plan may understand the importance of their participation in such plans but lack proper understanding of what the benefits are or how to maximize their value in the context of their unique situation.

This video featuring Laurence Kluth, Equity Compensation Planning Manager, shares meaningful advice around how you can integrate these benefits within your broader wealth management plans.

Compensation Beyond Benefits

Compensation Beyond Benefits

When equity compensation enters the picture, making the most of your expanded employer's benefits can quickly become a maze. 

All of these compensation structures come with different benefits, costs, tax, and timing considerations.

  • Incentive & Non-Qualified Stock Options (ISO & NSO)
  • Restricted Stock Units (RSU)
  • Employee Stock Purchase Plans (ESPP)
  • Empoyee Stock Ownership Plans (ESOP)
  • Performance Shares