Wealth Management.
Benefits of Holistic Financial Planning
FFG offers comprehensive services to optimize equity compensation, including tax planning, investment strategies, and long-term projections.
Equity grants are becoming a material part of most compensation packages. At FFG, with integrated tax, investment, and long term modeling tools, we are equipped with the expertise and the holistic viewpoint to help clients understand how to best maximize these benefits. We prepare forward looking projections highlighting the implications of RSU vesting, option exercises, possible 83(b) elections and alternative minimum tax implications of ISOs. Also, when applicable, we help design and establish 10b5-1 plans to navigate restricted trading windows. We have the background and are uniquely positioned to help clients in all of these technical areas.
crafting success, endless possibilities.
Equity Compensation Optimization.
Maximizing benefits of equity grants through financial planning
Tax Strategy for Equity Awards.
Managing tax implications of RSUs, options, and ISOs
10b5-1 Plan Implementation.
Navigating restricted trading windows with strategic plans
Equity Compensation: Maximizing Benefits of Holistic Financial Planning
Innovative Financial Solutions
Maximizing your wealth with cutting-edge financial strategies and expert personalized guidance.
