Corporate Executives
Corporate Benefits and Compensation Planning
You’re smart, capable, and great at what you do. We are too.
Working with corporate execs for over 55 years, we know a thing or two about planning with executive compensation. SYM can decipher your corporate benefits and manage your equity, applying tax strategies and time-tested executive stock option analysis.
- Stock option analysis
- Equity-based compensation strategies
- Custom recommendations
- Rigorous strategy designed to maximize the value of your compensation
- Decrease risk from highly concentrated positions
Put stock in us
At SYM, you have your own highly-credentialed stock option data-crunching team to inform decisions around exercising options.
It’s in the details
When your financial success is directly tied to your company’s performance, additional considerations come into play. Rely on your advisor to develop strategies around your equity-based compensation.
Balance
Balance is key, and you can have too much of a good thing. Your advisor can identify and decrease the risk of highly-concentrated stock positions.
Actions speak
More than what we say, watch what we do. SYM has both a legal and personal commitment to gear everything toward your ultimate good.
