Stocks are units of ownership in a company, also known as shares of stock or equities. When you buy a share of stock, you’re purchasing a partial ownership stake in a company, entitling you to certain benefits.
Whether they are stock options, RSUs, or a combination of the two, a concentrated company stock position is likely to represent a significant portion of your net worth. For executives and employees alike, making sense of stock grants and putting an actionable plan in place to address personal goals is critical to long term financial success. It will quickly become apparent that company stock planning requires a different approach than your current wealth plan.
Having a clear view of how this influx of wealth affects your long-term goals is critical to your future financial success. This can be accomplished with careful planning to address regulatory restrictions and tax implications.
While every individual is unique, the following is a list of the common areas of consideration that we routinely address with our clients:
We believe that to properly manage your assets, we need to have a complete picture of who you are and what you hope to achieve.