For Executives

Complex compensation, clarified.

Equity grants, deferred pay, and concentrated company stock create both opportunity and risk. We help executives coordinate the moving parts — and the taxes — so your compensation actually builds lasting wealth.

The pressures you know

RSUs, options, and grants you're not sure how to handle or when to act on.
A large share of your net worth tied up in a single company's stock.
Deferred compensation decisions with long-term, hard-to-reverse consequences.
Vesting and exercise events that trigger major, sometimes surprising, taxes.
A plan that hasn't kept pace with a rising and increasingly complex income.

Where Lithos comes in

We start by understanding your specific situation — then coordinate the right mix of protection, planning, tax, and strategy so the pieces actually work together. No product pushed before a plan is built.

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How We Help

A coordinated plan, mapped to our divisions

Equity comp strategy

Make sense of RSUs and options — what to hold, what to sell, and when.

Wealth Advisory

Concentrated-stock risk

Thoughtfully reduce the risk of too much wealth in one company.

Wealth Advisory

Tax coordination

Plan around vesting and exercise events to avoid year-end surprises.

Tax Advisory

Deferred comp planning

Weigh deferral elections and distribution timing with the full picture in view.

Wealth Advisory

Protection & benefits

Make the most of executive benefits and protect a high, growing income.

Insurance Advisory

Estate & legacy

Structure growing wealth to pass efficiently to the next generation.

Wealth Advisory

Learn First

Equity Comp Decoded

RSUs, options, and the tax traps that catch even sophisticated earners — vesting-year surprises, concentrated-stock risk, and coordinating equity with the rest of your financial plan.

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"The right plan starts by understanding the specific pressures of your work — not by reaching for a product."

The Lithos approach

Questions

Good things to ask

Should I sell my vested RSUs or hold them?

It depends on how concentrated your wealth already is in company stock, your tax situation, and your goals — not on a gut feeling about the share price. A common starting point is recognizing that RSUs are effectively cash you've chosen to keep invested in one company; whether that's the right bet deserves a deliberate decision.

How do I avoid a nasty tax surprise from equity comp?

By planning before the vesting or exercise event, not after. These events can create large taxable income in a single year, and coordinating them with the rest of your tax picture — withholding, other income, charitable strategies — is where a lot of avoidable pain gets prevented.

My income outgrew my old financial plan. What now?

That's common and fixable. The move is to rebuild around your current complexity — equity, deferred comp, concentrated risk, and taxes considered together — so your plan finally matches your income instead of trailing years behind it.

Let's build something that lasts.

A conversation costs nothing and clarifies everything. Tell us where you are, and we'll show you what coordinated, layered planning can look like.

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