Maximizing Your Wealth Through Strategic Equity Solutions

At Arrowroot Family Office, we understand that equity compensation can be one of the most powerful tools for wealth creation, particularly for executives, entrepreneurs, and employees of growing businesses. Our expert advisors are here to help you navigate the complexities of equity awards, ensuring you unlock their full value while optimizing for your unique financial goals.

Over 100 years of combined experience at

What Is Equity Compensation?

Equity compensation provides employees and executives with an ownership interest in a company. From stock options to restricted shares, these forms of compensation can align incentives, drive performance, and contribute significantly to long-term wealth.

Common Equity Compensation Types:

Stock Options (ISOs and NSOs)
Restricted Stock Units (RSUs)
Performance Shares
Employee Stock Purchase Plans (ESPPs)
Stock Appreciation Rights (SARs)

Why Equity Compensation Matters

While equity awards can be highly rewarding, they require thoughtful strategy and management. From understanding tax implications to making timely decisions on exercising options, the right approach ensures you retain more of your hard-earned wealth.

At Arrowroot Family Office, we help you:

Strategize Your Vesting and Exercising

We’re your trusted financial custodian

Know when and how to act on your stock options.

Optimize Tax Outcomes

Plan for ordinary income, capital gains, AMT, and other tax considerations.

Diversify and Protect Wealth:

Avoid over-concentration risk while securing your financial future.

Align Equity Decisions with Life Goals

From buying a home to planning retirement, we integrate equity compensation into your broader financial plan.

Our Equity Compensation Services

We provide comprehensive, personalized advice tailored to the unique challenges of equity compensation:

Equity Analysis & Strategy

Valuation of equity awards
Exercising and liquidation strategies
Tax efficiency planning

Tax Optimization

Minimizing short-term tax burdens
AMT (Alternative Minimum Tax) Guidance
Timing of sales and income recognition

Portfolio Integration

Managing equity within your overall investment portfolio
Diversifying concentrated stock positions
Strategies for restricted shares and RSU distributions

Liquidity Planning

Creating liquidity from equity holdings
Managing cash flow for life events
Protecting wealth post-liquidity events

Who We Serve

Executives and Founders: Equity compensation is often the cornerstone of your net worth. We help you balance risk and reward.

Tech Employees and Startups: Equity compensation at startups can yield life-changing results—if mana ged properly.

Pre-IPO and Public Company Employees: From IPO events to stock option exercises, we guide you through every stage.

Rob Santos

Chief Executive Officer

Mark McCarron, CFP®, EA

Partner, Managing Director

A Holistic Approach to Your Wealth

At Arrowroot Family Office, equity compensation is part of your bigger picture. Our team of financial, tax, and investment experts collaborates to design tailored solutions that align your equity compensation decisions with your overall financial plan and life goals.

Turn Complexity Into Opportunity.

Let Arrowroot Family Office help you make the most of your equity compensation. Whether you’re planning for an upcoming vesting event, evaluating your exercise options, or managing concentrated stock positions, our team ensures you have the clarity and confidence to act.