Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Employee Stock Options
Family offices are no longer just passive holders of founder equity. With the rise of late-stage private companies and complex compensation packages, these ultra-wealthy entities are actively structuring around unexercised employee stock options. This episode explores how offices like those managing tech founders' wealth use financing vehicles to unlock liquidity without triggering immediate tax events. We look at specific strategies for valuing illiquid options, managing concentration risk, and navigating the regulatory scrutiny that comes with leveraging personal holdings. If you are…
The skinny
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