Private Client Servicing
Share Option Plan Services
Design and trustee administration of employee share and incentive plans.
Share and option plans are one of the most effective ways to reward and retain key people. We help you design plans that fit your company structure, and act as ESOP / EWT trustee once they are live.
From grant to vesting and exercise, we administer the scheme and keep records accurate and compliant, so your team can focus on the business.
Plan support
- Plan design & documentation
- ESOP / EWT trusteeship
- Grant, vesting & exercise administration
- Participant communication
Let’s talk
Collaboration begins with a conversation.
Tell us where you want to go. A senior advisor will come back to you within one business day.