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Category Archives for: Fiduciary

Aging parents, kids in college; change of plans
01 Oct

Aging parents, kids in college; change of plans

Jill and Arshad once scoffed at the term “sandwich generation.” That changed for Jill, the HR benefits leader for a technology company, when they invited Arshad’s mom to move in after their daughters left for college. Higher household expenses and changing equity compensation is creating the law of unintended consequences and new questions they need help answering.

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Phantom Stock reveals untold value
15 Sep

Phantom Stock reveals untold value

Jason has prospered over 20 years as research director for a privately owned medical device company. He was granted 10,000 shares of phantom stock, now worth $150 per share. The value of this phantom stock, at $1.5 million, is now his largest asset. The founder is retiring and Jason has been tapped as chief operating officer. The company is being sold to a private owner, which will trigger a liquidity event.

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Performance Options and Financial Parity
22 Jul

Performance Options and Financial Parity

Grit and determination and a long career in consumer solutions have led Gwen to her current role as president of a high-end fashion retail company.* Two retail companies are now courting Gwen for the CEO position she's been tracking toward for years. While the offers present similar salaries, one offers significant wealth potential through performance-based stock awards.

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