How Family Offices Use Employee Stock Options

The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance · Oct 20, 2026 · 11m · transcript

Ep 223: We break down the specific mechanics of how single-family offices are restructuring executive compensation packages to capture long-term value. Instead of relying on traditional vesting schedules, some offices are negotiating custom option pools tied to internal milestones rather than public market benchmarks. Lucas and Luna examine a concrete case where a family office leveraged non-standard equity structures to retain talent in a competitive tech sector while minimizing dilution for founders. We look at the tax implications of these private exercises, the liquidity challenges of…