Tax and Financial Planning for
Executives with Complex Benefits Packages
Executive Wealth, Designed for Every Detail
As a public company executive, you juggle stock options, deferred comp, RSUs, and retirement benefits—all with significant tax implications. At Somerset, we bring every piece into one clear strategy so you can focus on leading with confidence.
Equity & tax strategy – ISOs, NSOs, RSUs, and concentrated stock positions require careful timing and tax sensitivity. We aim to help you optimize value while managing risk.
Benefit integration – Deferred comp elections, pensions, and 401(k)s are aligned with your estate plan to help protect both your lifestyle and your legacy.
Estate & legacy planning – We look beyond today’s numbers, structuring trusts, gifts, and charitable vehicles that reflect your impact for generations.
A two-page resource that simplifies tax, equity, and estate considerations.
Note: Somerset has the ability to engage with public company executives at the firm level from an advisory and pricing standpoint. To learn more please send an email to hello@somersetadvisory.com.
