CORPORATE EXECUTIVES & FINANCE PROFESSIONALS

Senior corporate employees and finance professionals commonly hold combinations of salary, RSUs, stock options and deferred compensation. Our advice turns complex reward packages into tax-aware liquidity while preserving growth and legacy goals.

TYPICAL CHALLENGES 

• Concentrated equity positions and market risk 
• Complex vesting schedules and cross-border tax events 
• Liquidity requirements for property purchase or family needs 
• Estate and succession planning for concentrated family wealth

SERVICES WE PROVIDE

• Equity compensation and concentrated-stock management 
• Tax-efficient exit and liquidity planning for M&A or IPO events 
• Deferred compensation and executive benefit optimisation 
• Portfolio construction, risk management and estate planning

CASE STUDY

Vivek, CFO at mid‑cap tech firm 

Situation: Vivek held a large package of RSUs vesting over two years; an IPO was imminent and Vivek needed to secure a down-payment on a family home without incurring excessive tax.

Advice: We modelled timing options, recommended partial sale aligned with tax-efficient windows, and used a structured sale/hedge to limit downside between IPO and settlement. We also constructed a diversified portfolio for proceeds.

Outcome: Vivek funded the home purchase with minimal incremental tax and reduced concentrated-equity risk by 65% within 12 months.