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Investing in the themes of the future

Optimizing compensation

Being aware of your choices and thoughtful when considering your compensation plan can be extremely important. That’s true whether you are looking to optimize your own executive compensation plan, or packages for those who work for you. From reviewing employment agreements and evaluating stock options, to deciding among retirement benefit plans, we have the knowledge and experience to advise you. Count on us to ask the right questions.

Work with us to develop a clear view of the landscape for compensation, and tax implications of different plans, awards and options. Consider the basics:

Compensation types
 

Many of our clients receive annual equity awards as part of their executive compensation plan (RSUs, ISOs, phantom stock). And the range of retirement plans and benefits can be immense—qualified pensions, non-qualified pensions, 401(k)s, executive retirement plans and more.

Knowing their tax implications is key, as is understanding when and how they’ll pay out. Our J.P. Morgan teams can guide you and your employees, if relevant, through these awards and benefits and ensure that you have sound strategies in place.

Attracting and retaining talent
 

It’s important to be thoughtful with implementing your compensation program and ensure it encourages behavior that will drive your business forward. Some employers focus on keeping employees for the long term, while others reward employees based on company performance. How your company is structured (C Corp, S Corp, LLC) can be a key consideration in these decisions. Additionally, many employers in both the private and public sectors like to consider having a performance metric tied to the award payout (e.g., EBITDA).

Our team is here and ready to work with you as you consider your own compensation structure as well as what types of awards may make the most sense for your business.

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Managing your concentrated wealth

Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
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Optimizing compensation

Understanding your awards and benefits is critical to making the most of your opportunities. We’re tapped into best practices and industry standards, and you can rely on our deep experience to help guide your decisions.
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Stepping away from your company

It’s never too early to start planning—whether that’s retiring, selling your business or transitioning leadership to the next generation. We can help you ask the right questions—and formulate the right answers.
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Contact us to discuss how we can help you experience the full possibility of your wealth.

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This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. Please read all Important Information.

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Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

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