Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Structure Executive Compensation
Family offices are increasingly bypassing traditional payroll structures to manage executive compensation for portfolio company leaders. This episode explores the mechanics of using deferred equity, phantom stock plans, and customized bonus pools to align incentives while minimizing immediate tax liabilities. Lucas and Luna break down a specific case involving a mid-market manufacturing firm where the family office restructured its CEO package to retain talent during a leadership transition. We examine the legal frameworks behind these arrangements, the role of independent trustees in…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.