Executive wealth is often tied to employer stock, tax exposure, and evolving career timelines. We help bring clarity to the decisions that define both career and wealth.
What we solve for:
Purpose built strategies designed around equity timing, liquidity windows, and long term planning needs.
Guidance on exercising options, managing RSUs, navigating blackout periods, and planning around equity driven liquidity.
Coordinated planning across salary, equity, deferred comp, and bonus structures, aligned with CPAs and legal teams.
Ensuring concentrated wealth, future liquidity, and family priorities remain aligned across generations.
Cash flow clarity, retirement readiness, succession of benefits, and long term wealth design beyond employer compensation.
Background
A senior executive accumulated substantial employer stock through RSUs and stock options. With vesting schedules, trading restrictions, and upcoming contract negotiations, the family needed clarity around diversification, tax exposure, and long term wealth structure.
Challenges
The executive faced significant concentration risk, overlapping vesting cycles, uncertain timing windows, and no cohesive plan to coordinate tax, estate, and personal planning decisions. Each equity move had multi year consequences.
Action
TFG developed a coordinated framework that modeled equity exercise timing, diversification paths, and tax efficient liquidity strategies. The team aligned planning with the CPA and legal advisors, updated estate structures, and built a personal wealth plan designed to function independently from employer compensation.
Outcome
The executive gained a clear path to reduce concentration risk, improve tax efficiency, and build long term financial independence outside the company. With coordinated planning, updated documents, and structured liquidity strategies, the family moved forward with greater confidence and stability.
Your advisory team includes attorneys, CPAs, valuation specialists, and banking partners who guide key financial decisions.
Portfolio Manager
Director of Portfolio Management
Wealth Advisor
Wealth Advisor
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For families seeking a partner who measures success in decades rather than quarters, we welcome the opportunity to connect.
