Perspective & Insights

Timely commentary and practical guidance from our advisors on the topics that matter most to your financial life.

C-Suite Executives

RSUs, Stock Options, and ESPPs: What Executives Need to Know Before Exercising Equity

Equity compensation can be one of the most valuable parts of an executive’s financial life, but unmanaged RSUs, stock options, and ESPPs can quietly create tax surprises and concentrated risk.

Leslie Mallman MBA

April 27, 2026 9 min

Founders

How to Prepare for a Liquidity Event: Taxes, Timing, and Common Blind Spots

A liquidity event can feel like the finish line, but it’s really the start of a new set of decisions around taxes, timing, wealth, and what comes next.

Chris Girbés

April 27, 2026 10 min

C-Suite Executives

Leaving the Corner Office: A Financial Roadmap for the C-Suite Executive Transitioning to Retirement

Stepping down is not just a career change. It’s a financial transition involving equity, taxes, benefits, income, and identity.

Leslie Mallman MBA

April 27, 2026 12 min