Our experience is built over many years learning from, and working with, leaders in the industry – corporate executives in both private firms and public companies, as well as board members across industries. The principles of Crest Capital, and the supporting team, share expertise and collaborate on solutions in order to maximize results for all parties. With an in-depth background and long history of working with executives at the highest levels, we have the ability to share perspective on compensation structure, employment contract design, on equity compensation – and any of the myriad details that can become cumbersome and complicated but must be carefully managed.
executive benefit planning
- Pre liquidity / Pre IPO planning
- Tax Planning & Optimization
- Stock Option Planning
- RSU’s / RSAs / PSUs and other forms of share awards
10b5-1
- Best Practices
- Custom Plan Design & Implementation
- Plan Management & Trade Reporting
- Multi-platform / Multi-custodian capabilities
concentrated equity
- Private & Public company equity
- Diversification Strategies
- Block Trading
- Hedging & Monetization Strategies
- Exchange Fund(s)
executive consulting
- Employment Contract Review
- Change in Control Considerations
- 280g Modeling
- Equity Compensation Benchmarking & Negotiation
12680 HIGH BLUFF DRIVE
SUITE 450
SAN DIEGO CA 92130
(858) 356-6340
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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