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Pile Of Sticks

Executives and Equity Compensation

Turn complex compensation into a clear plan for taxes, concentration, and long term goals.

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What we help with

RSU and stock option decision framework

Cash flow planning around vesting events

Concentration risk management

Retirement and benefits coordination

Tax timing and withholding planning

Charitable and giving strategies (when relevant)

Explore how we work →

Common starting points

  • RSUs creating surprise tax bills

  • Concentration risk with no sell rules

  • Selling decisions driven by headlines

  • Multiple accounts and no unified plan

  • High income years with missed planning windows

  • AMT or option complexity without structure

  • Retirement timing questions

  • Estate and beneficiaries out of sync

Equity comp decision map

Tangible outputs that drive better decisions

Cash flow calendar for vesting

Making the complex, simple.

Where we usually start

Tax timing plan

Sequencing and tax smart guardrails

Ongoing review cadence

A review rhythm tried to triggers, not noise.

Concentration reduction framework

What to move and why.

Ready for a private intro?

short conversation to see if we’re a fit and outline the first set of priorities.
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