Understand your equity compensation and make informed decisions about vesting, exercising, holding, selling, taxes, and diversification.

Equity compensation can represent a significant portion of an executive’s income and personal wealth, while also creating decisions around taxes, liquidity, concentration, and timing. Global Advisers helps clients evaluate stock options and restricted stock units (RSU) within the context of their investments, retirement, and broader financial plan.

Evaluate vesting schedules, exercise costs, expiration dates, sale alternatives, and the financial implications of holding or exercising company equity.

Coordinate option exercises, RSU vesting, estimated tax obligations, and cash requirements with the client’s tax professional and overall financial strategy.

Manage concentrated company-stock exposure by considering liquidity needs, investment objectives, trading restrictions, and opportunities to diversify over time.

Stock options and RSUs planning may be coordinated with executive compensation and benefits, corporate and executive services, wealth management for business, retirement income planning, and estate planning to coordinate company equity with compensation, investments, liquidity, retirement, taxes, and legacy goals.