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Equity Compensation Planning
If a significant portion of your net worth is tied up in company stock, your financial future hinges on more than just market performance. You’re managing concentrated equity exposure, navigating AMT triggers, tracking vesting schedules, and balancing liquidity needs — all while trying to avoid costly tax surprises.
At Summitry, we work closely with professionals across the Bay Area to turn complex equity compensation into an integrated wealth strategy. We specialize in pre- and post-IPO planning, tax-optimized exercise schedules, and structured diversification strategies. Whether you hold ISOs, RSUs, NSOs, or ESPPs, we align every decision — timing, exercise, sale, gifting — with your broader financial picture.
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