Talk to us EBook: Equity Compensation Guide for Executives
As a leader in your company—whether as a director, VP or C-level executive—you’ve earned a seat at the table. With that comes the reward of a more complex compensation package, including equity compensation, which can make your company’s stock a significant part of your overall wealth. This can be lucrative, but managing it effectively isn’t easy.
This guide breaks down the essentials of equity compensation to help you address these challenges. With proactive planning and the support of an experienced wealth manager, you can transform complexity into clarity, manage risks and unlock the full potential of your financial future.
What's covered in this Ebook:
- Portfolio diversification: How can you reduce concentrated stock risk while meeting ownership requirements?
- Timing decisions: When should you sell shares to align with market conditions and personal goals?
- Tax optimization: How can you minimize tax liabilities and keep more of what you earn?
- Long-range financial planning: How can you ensure long-term financial goals, aligned with your values, are met for you and your family?