Build a deliberate strategy around company stock.
The right strategy is rarely a binary choice between selling everything and holding forever. We evaluate risk, taxes, trading restrictions, cash needs, charitable goals, and the role the position plays in the broader financial plan.
Areas we may address
- Restricted stock units and vesting decisions
- Incentive and nonqualified stock options
- 83(b) elections and early-stage equity considerations
- Concentration and downside-risk analysis
- Tax-aware selling schedules
- 10b5-1 planning considerations
- Direct indexing and transition management
- Charitable gifts of appreciated shares
- Liquidity reserves and financial-independence planning
How it fits into the broader plan
Recommendations are evaluated in the context of investment risk, taxes, spending needs, time horizon, estate objectives, and family priorities. When implementation requires tax, legal, or other specialized advice, we work alongside the appropriate professional.
