Stock Option Planning

For senior corporate executives, stock options represent a significant portion of their total compensation and benefits package. These vehicles can also be highly complex, with complicated financial, tax, and legal characteristics.
We help clients to potentially harvest above-average value from their options by:
- Developing an averaging strategy for exercising options and
adjusting the strategy as the stock price changes.
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Minimizing taxes where possible when exercising options.
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Integrating option strategy with share ownership requirements.
- Reviewing leverage characteristics of multiple option grants.
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Our Services |
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Stock Option Planning |
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Contact Us |
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Phone: (973) 326-1000 |
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Wealth Management |
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