Uniquely personalized strategies
Executives can sometimes participate in unique compensation packages that require a detailed evaluation. Many such packages offer several different options, and understanding which is the best fit for your whole financial plan can be a challenge. An awareness of the investment, financial planning, tax, and legal consequences of each of these types of packages is essential.
Each compensation package is assessed by Daltium professionals to understand its nuances, and a summary of what is available is prepared, and then, together with you, we decide, from a holistic financial planning point of view, which options to choose that will benefit you the most.
Areas to consider include:
What We Do
Analyzing the different options available in executive compensation packages can be a significant challenge for most people, especially if the plans are unfamiliar or new. Knowing how to ascertain which options make the most sense and how they affect your overall financial plan is not easy to do. Daltium specialists, working together with your tax advisors, will simplify the options available and find the potential benefit of each one.
Once we decide on a way forward together, we review it as and when earnings, bonuses, or the plan choices are updated or altered, to guarantee that the options we select continue to serve your best overall interests.