News and Updates
Why Your Employer Is Paying You in Stock Instead of Cash
If your employer has announced a shift toward stock-based compensation, you might be wondering what’s actually driving that decision. Is it better for the company? What does it mean for […]
Family Office Strategy: Outsourcing vs. Hiring for Long-Term Growth
When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]
Carried Interest Planning: Building a Base Case and Managing Concentration Risk
“I recently moved into a principal role at my firm, and part of my compensation now includes carried interest in our newest fund. The fund size is about $800 million, […]
Deferred Comp Payouts: Lump Sum or Spread It Out?
My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five, 10, or even 15 years. I’m worried about locking myself […]
10b5-1 Plans: Timing Your Diversification Strategy
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The stock has done very well, and I’m planning to retire […]
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