Salary, bonus, RSUs, PSUs, DSUs, and options all follow their own tax and timing rules. We translate plan documents into plain English, build a single view of your awards, and map vesting, exercises, and payouts against cash flow so tax bills and liquidity needs do not collide.

Income, pension, and equity all tied to one ticker is not diversification. We build a diversification roadmap that respects your role and insider rules, puts caps on employer exposure, and creates a reserve so tax and spending are not funded from the same concentrated position.

New titles and changed responsibilities often come with new grants, new vesting schedules, and new post termination windows. We track each grant in days, not generalities, and line up funding and lending so you can act if the clock starts earlier than expected.

Liquidity tends to arrive in short, board controlled windows. We build a playbook before the memo lands so you already know how much to exercise, how much to sell, and what the after tax result looks like, instead of trying to decide all of that inside a ten day tender.

Accountants, lawyers, and portfolio managers all do important work, but they rarely see the full picture in motion. We coordinate across those lanes, build an executive tax calendar, and design estate and charitable strategies that respect both current rules and your longer term plans.

A good test of a real plan is whether a spouse could explain it in a few minutes if they had to. We organize documents, clarify beneficiary designations, and create a simple map so family members and executors are not left with a plan that only exists in your memory.