Forbes Quotes Iain Silverthorne on Executive Stock Sales

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Managing an executive stock sale means balancing logistical and emotional factors, Evercore Wealth Management Partner and Wealth & Fiduciary Advisor Iain Silverthorne told Forbes.


The article, Jan Koum Has Reduced His Facebook Stake By More Than A Half Since WhatsApp Was Acquired, reviewed the considerations ahead of a significant sale.
 
Executives can hold onto their stock as long as they “bulletproof their lifestyles,” by figuring out how much they want to spend over their lifetime and creating liquidity to achieve that no matter what happens to their company in the future, Silverthorne said. Lifestyle can be more than just living expenses; he noted that tech entrepreneurs often want to set aside money for their next startup.
 
To read a recent Evercore Wealth Management article on pre-transaction planning, visit: http://www.evercorewealthmanagement.com/integrating-pre-transaction-planning/.
 
To read the Forbes article in full, click here.

 

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