Executive Services

Your equity awards are a recognition of your contributions to your firm’s success. To help you make the most of your awards, it’s important to have a trusted team of experts by your side.

An exclusive benefit tailored to meet the needs of executives like you.

Working with executives like you every single day, we understand the complexities of executive compensation and the challenges you face. Our comprehensive services and solutions can help you make the most of your equity benefits.

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Your Go-To For Equity Compensation Expertise

Your dedicated Executive Services Relationship Manager has deep equity compensation expertise gained over years of experience working with executives like you. They can provide personal, one-on-one guidance for everything from small requests to the most complex questions. Your Relationship Manager can help you:

 

  • Understand the technicalities of your equity awards
  • Prepare for every stage of your equity compensation, such as grant acceptance, vesting and sale
  • Access specialized solutions such as a 10b5-1 trading plan, a personal Equity Award Analysis  or a line of credit against your equity awards*
  • Collaborate directly with your tax advisor or other members of your financial team to help you make the most of your equity awards

Get the Most from Your Equity Awards

Your awards can open doors to exceptional opportunities. With Executive Services from Morgan Stanley at Work, you get access to powerful financial tools and solutions to help you maximize the value of your awards

Comprehensive Equity Award Analysis

Explore various economic scenarios and hypothetical tax situations to see the potential impact on the value of your equity awards.

Customized 10b5-1 Trading Plans

We can work with you to create a trading plan for your equity holdings which can help you address regulatory requirements and reduce your potential concentration risk.

Flexible Liquidity Solutions

Access funds when you need them by borrowing against your equity at competitive rates potentially without selling securities or disrupting your long-term financial plans**.

Advice to Help You Plan Confidently

You have access to a comprehensive suite of wealth management solutions from Morgan Stanley tailored to the unique financial needs of executives like you.

Talk to Your Executive Services Relationship Manager

Take advantage of having a partner, every step of the way.  Connect with your dedicated Relationship Manager to learn more about how we can help.