Stock Options Planning for Tech Execs & Founders

With our backgrounds as tax attorneys and accountants, combined with deep experience advising tech founders and executives, we are highly-skilled in guiding clients to maximize their equity compensation.

For founders, early employees, and senior executives of technology companies, equity compensation has become their most powerful way to build meaningful wealth. But the mix of acronyms can be daunting.

  • ISO: Incentive stock options
  • NSO: Non-qualified stock options
  • RSU: Restricted stock options
  • PSU: Performance stock options
  • ESPP: Employee stock purchase plans

Our experienced advisors will break down the complexities of stock equity planning so you can build and manage the wealth you want.

Let us help you maximize your opportunities and minimize the headaches associated with complicated equity compensation packages.

*Neither Pershing nor Addepar are affiliated entities of Solidarity Wealth