We are proud to welcome Wetherby Asset Management to the Laird Norton Wealth Management family.

Expanding our services to help our clients positively impact their lives, their families, and the world, including industry-leading expertise in sustainable investing. LEARN MORE

A Strategy to Maximize Your Equity Compensation

Over the past decade, equity compensation has become a popular – and lucrative – incentive for executives and highly skilled laborers. But complex decisions surround it.

We can help you build a strategy for your awards so that you realize their full potential as a wealth building tool.

Our tax and financial experts can help guide you through several key considerations about your equity compensation including:

  • How much of your stock awards should you sell or keep?
  • How do stock awards fit with your broader financial plan?
  • What are the tax implications?
  • Is your wealth overly concentrated in company stock?
  • What happens to stock awards if something happens to you?

Let us help build a strategy for your equity compensation.

Thinking it Through: Seven Questions You Should Ask About Equity Compensation

This brief provides an overview of how we work with clients around equity compensation, and why it is important to have a strategy in place to manage it.