Strategic Planning for Restricted Stock Units (RSU) & Incentive Stock Options (ISO)

Restricted Stock Units and Incentive Stock Options can be valuable assets, but managing them requires careful tax planning and strategic decision-making to protect and grow your financial future.

Our Approach to Restricted Stock Units and Incentive Stock Options

At Neil Jesani Wealth Management, we build custom strategies to maximize your Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs). Instead of treating them as isolated assets, we integrate them into your full financial plan, ensuring they align with your long-term goals.

Our in-house team of investment advisors, tax strategists, and estate planners work together to help you reduce tax burdens, balance risk, and create lasting financial security. Unexpected tax liabilities and market volatility can erode your wealth without proper planning. We take a proactive approach, structuring your RSU and ISO strategy to protect your assets, maximize opportunities, and keep more of what you earn.

Key Considerations for Managing Restricted Stock Units (RSU) & Incentive Stock Options (ISO)

Tax Timing & Strategy

When and how you exercise or sell can impact your tax bill. We structure a plan to reduce unnecessary liabilities.

Diversification & Risk Management

Holding too much employer stock can expose you to unnecessary risk. We help balance your portfolio for stability and growth.

Liquidity & Long-Term Planning

Equity compensation can create wealth, but only if it fits within your bigger financial picture. We ensure your RSUs and ISOs support your retirement, estate, and legacy goals.

A Legacy of Wealth Management Excellence

At Neil Jesani Wealth Management, we operate as a boutique Multi-Family Office, providing high-net-worth individuals and their families with the same level of financial opportunities and strategic planning as large institutions. As a fiduciary, we are legally and ethically bound to act in your best interest, ensuring that every decision is made to protect, grow, and preserve your wealth for generations. Our approach isn’t just managing assets; we integrate investment management, tax strategy, estate planning, and risk mitigation into a comprehensive plan tailored to your long-term financial goals. With decades of experience, we provide independent, conflict-free advice so you can confidently make informed decisions, knowing your wealth is in trusted hands.