For professionals and executives with complex compensation.
Considered advice for senior professionals whose remuneration, equity, pensions, and tax position rarely fit a template. We bring the moving parts into one plan.
Senior professionals whose financial life is moving faster than their planning.
Our professional and executive clients tend to be at the senior end of their careers. Income is meaningful and growing. Compensation arrives across base salary, bonuses, share schemes, deferred awards, carried interest, and pensions, often with overlapping vesting calendars and different tax treatments.
The result is a financial life with several moving parts and very little time to look after them. Most clients arrive with a sense that the plan has not kept up. The wealth is there. The structure has not caught up to it yet.
The patterns that show up in senior compensation.
These are the questions that recur across executive financial lives, and they almost always benefit from a structure rather than ad-hoc decisions.
Equity and share schemes
RSUs, options, share plans, and carried interest each have their own tax and timing rules. Holding them, exercising them, and selling them all need to be planned together, not in isolation.
Concentration in your employer
Equity exposure to a single company, often the one paying your salary, can quietly become the largest position in your portfolio. The plan needs to address that without creating tax friction every time something vests.
Pension allowances and tapering
High earners face a moving annual allowance and a tax landscape designed for a less complex income. Getting the most out of pensions while staying inside the rules requires careful, year-by-year work.
What the next role looks like
Career changes, sabbaticals, board roles, and earlier retirement all reshape the plan. The financial structure should give you the option, not constrain it.
One plan that handles the moving parts.
We sit at the centre of the financial life, holding the joined-up view. Compensation, equity, pensions, investments, and tax are planned together, and the plan reflects the cadence of your career, not a generic schedule.
We work alongside the schemes you participate in, the tax adviser you may already use, and the legal advisers who handle your contracts. The aim is fewer surprises, better-timed decisions, and a financial life that gives you optionality rather than restricting it.
Reviews happen around your real moments. A new package, a vesting cliff, a relocation, a board role, a sale of stock. The plan is built to flex around those, with one senior adviser who knows the whole picture.
Services most relevant
Arrange a private conversation.
We will take the time to understand your situation and outline how we can help.