Our TeamWe are a seasoned team with a core belief in holistic financial planning. As a result, we can effectively manage our clients’ compensation and benefits packages (stock option grants – ISOs/NQSOs, restricted stock units – RSUs, employee stock purchase plan – ESPP, and stock appreciation rights – SARs). Our extended team of specialists include access to best-in-class institutional money managers, advanced design specialists in life insurance, estate planning, executive compensation, and business planning.