Whether you are on your way up or already part of Senior Management, working for a public company can have special challenges and opportunities.  Reviewing annual compensation plans is part of our process.  Having much of your net worth linked to one stock whether though option plans, phantom stock, stock appreciation rights, or restricted stock, requires a plan that needs to be carefully crafted.  

Managing Opportunities

We will help craft a strategy that will make the most of your opportunities while managing the risks of stock concentration. Our process will address several of your unique opportunities and answer some very specific questions like these:

• What is my total percentage exposure to my own stock and how does it relate to my overall portfolio?
• What opportunities do I have to diversify or hedge my stock concentration?
• How can I best manage the tax consequences of my option exposure?
• How can I take my various sources of compensation and plan for my future?