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Executive Compensation

Equity-based compensation — from RSUs and stock options to deferred compensation and IPO lockup strategies — can offer significant wealth-building potential, but the tax timing and diversification decisions can be complex. At Mercer Advisors, we help executives and tech professionals turn that complexity into a coordinated, tax-efficient financial plan built around your unique compensation structure. Explore the resources below for guidance on RSU vesting, backdoor Roth strategies, post-IPO planning, and more.

Market Commentary Article

Our Reasons for Caution Around Flashy IPOs

Mercer Advisors VP of Portfolio Management David Krakauer explains reasons for caution around highly anticipated IPOs, where it can be hard for investors to get good deals.

Investment Management FAQ

What is an IPO lockup period and when does it expire?

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Investment Management FAQ

What is a Qualified Domestic Relations Order (QDRO) in relation to stock options?

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Investment Management FAQ

What is a protective put option?

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Investment Management FAQ

Where can I model different scenarios for my equity liquidation strategy?

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Investment Management FAQ

Should I use hedging strategies even if I plan to sell eventually?

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Investment Management FAQ

Should I sell all my company stock immediately when the lockup expires?

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Investment Management FAQ

What is a prepaid variable forward contract (PVFC)?

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Investment Management FAQ

Where can I get help understanding the tax treatment of my specific equity compensation?

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Investment Management FAQ

Where do I find advisors who specialize in post-IPO wealth management?

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Investment Management FAQ

Where can I learn about direct indexing for tax-efficient diversification?

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Investment Management FAQ

RSUs or ISOs: which has better tax treatment?

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Investment Management FAQ

Protective put or collar: which hedging strategy should I use?

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Further Learning

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

Investment Management FAQ

What is portfolio diversification?

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Investment Management FAQ

Why is diversification important in investing?

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Investment Management FAQ

How many investments should a diversified portfolio have?

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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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