House · Services · Founders · Options, RSUs and founder shares
Founders · vesting and residence

Your options vest on a schedule. Your residence must keep step with it.

Options, RSUs and founder shares are taxed by where you were resident while they vested and where you are when you exercise. A divergence between these schedules is the commonest way to pay twice over. The House brings them into step.

When this is your situation

What the House does

The House takes each tranche apart along the vesting schedule and binds it to the residence of the matching period. It then sets the timing of exercise and sale so that one and the same income does not fall under full taxation in two countries at once.

What you get: a vesting tax memo of 15–25 pp · a breakdown of every tranche by residence period · the timing of exercise and sale · consolidated personal reporting across 2 jurisdictions

Why this way and not another

Tranche by tranche
each piece of vesting is bound to the residence of its own period
Vesting and residence in step
the schedules are aligned so the income is not doubled
Timing the exercise
the moment of exercise and sale is chosen for the target jurisdiction
A settled position
a fixed mandate and a clear calculation instead of guesswork about double tax
What stands in the way today

What worries you — and the House’s answer

Where this leads

Each tranche is taxed once and in the right jurisdiction. Exercise and sale are set at the right moment. The income you earned over years of vesting does not dissolve into double tax. Reporting is consolidated and closed on both sides.

Mandate
from $8,000
Depends on the number of grants and jurisdictions. It begins with a Diagnostic, which is credited against the mandate fee.
One income — one tax, when the schedules keep step.
Begin with a Diagnostic for this service

The Diagnostic is credited against the mandate fee. A reply within one business day.

or — a private word with an adviser →