Executives face complex challenges in managing equity compensation, including navigating 10b5-1 plans, Rule 144, blackout windows, and liquidity planning. This session explores how plan administrators can leverage frameworks and best practices used by private wealth advisors to support executives holistically. Lucid Motors will share real-life experiences, highlighting practical applications of these strategies in a corporate setting. Participants will gain insights on aligning administrative operations with executive needs, optimizing equity as part of overall wealth, and supporting transitions, succession planning, and legacy considerations.

KEY LEARNINGS:

• Understanding 10b5-1 plans, Rule 144, and blackout windows, and how to support executives effectively.
• Leveraging private wealth management tools to align equity administration with executive goals.
• Strategies for managing executive equity from grant through succession, including liquidity and legacy planning.