Welcome, Bungie team members!
The sale of your company is exciting and a great opportunity to plan for your financial future. But equity compensation is complex. If you have options or company stock, the decisions you make to sell or exercise your holdings can have significant tax and financial implications. And the gains on your stock and options are taxed differently based on their type and how long you have held them.
Let the experienced team at Bordeaux Wealth Advisors help. We work with ISOs, NSOs, RSUs, 83b elections and more. Our detailed scenario analysis can help you assess your equity compensation and develop a plan customized for your financial situation. In addition to equity compensation, we provide tax planning, estate planning and investment diversification – all incorporated into our comprehensive wealth management.