Restricted Stock Awards

We specialize in assisting our clients in effectively managing a wide array of Restricted Stock Awards (RSAs). This includes overseeing strategies for handling Restricted Stock Units (RSUs), Restricted Stock Shares (RSSs), Performance Stock Shares (PSSs), and Performance Stock Units (PSUs). These forms of compensation are often intricate, each having their own unique challenges. Our expert advisors work closely with our clients to assess the inherent risks associated with holding these awards, taking into consideration factors like market volatility, tax rates, and individual financial goals.

Our team is dedicated to helping clients make informed decisions regarding when and how much of their restricted stock to sell, ensuring that their plan aligns with their risk profile, tax objectives, and broader financial goals. Our holistic approach to managing RSAs is designed to safeguard our clients' wealth and maximize their financial opportunities, offering peace of mind in navigating the complexities of these valuable assets.