Insights and Education

Academic Rigor

As advisors, we lean in, educate, and enlighten with an aim to become the family’s most trusted advisors.

Q3 2024 Market Review and Q4 Outlook

Investing for Wealthy Families

Oct 15, 2024

The Essential Guide to Qualified and Non-Qualified Stock Options

Wealth advisors discuss solutions Corporate executives often seek compensation strategies that align their interests with shareholders while offering meaningful rewards for performance. Stock options provide a compelling tool to achieve this, allowing executives to benefit from company growth and success. Two primary types of stock options— Non-Qualified Stock Options (NSOs) and Qualified Stock Options (QSOs) —offer unique advantages and tax treatments. Understanding the key

Wealth Planning & Coordination

Sep 15, 2024