Pharma Employee Needs Tax-Efficient Strategy to Diversify

An employee at a $5.6 billion pharmaceutical company was holding a large position in company shares and a mix of ISO and non-qualified stock options. They wanted to diversify their portfolio but were hesitant to sell at the current share price. Fortunately, the company was acquired by a much larger international organization, and the price climbed steeply.

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WRP: Personalized Tax and Pre-IPO Planning

WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.