We work with executives to incorporate their compensation packages into their overall long-term financial plan. Executive compensation can be structured in a number of ways, some of them quite complex. We help you understand how cash, deferred compensation, life insurance, retirement plans, stock options, etc. factor into your overall wealth management plan. As part of our executive compensation assistance, we:

  • Discuss and evaluate all components of executive compensation, including deferred compensation plans, life insurance, retirement plans, ISOs, NQSOs, and stock options
  • Assess any options or restricted stock programs and rules
  • Create a plan for triggering and/or funding the exercise of vested options
  • Determine how best to handle cash received
  • Advise on when to exercise benefits