Personalized Financial & Tax Services for High Net Worth Individuals
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.
     
  • Minimizing taxes where possible when exercising options.
     
  • Integrating option strategy with share ownership requirements.
     
  • Reviewing leverage characteristics of multiple option grants.


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