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

• You hold options, RSUs or founder shares with vesting stretched over years.
• Over the vesting period you have changed, or plan to change, your country of tax residence.
• An exercise, a secondary sale or a liquidity event lies ahead — and the tax on it has not yet been worked out.

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.

• Analysis of the instruments: options, RSUs, founder shares — terms, dates, vesting schedules.
• Binding the tranches to your residence history — where each piece is taxed.
• Timing the exercise and sale against the target residence.
• Working the double-taxation treaties across the relevant flows.
• Personal reporting in jurisdictions concerned, so a single income flow is not reported and taxed twice.

What you get: a tax memo with analysis of taxation of each income source · a breakdown of every tranche by residence period · the timing of exercise and sale · consolidated personal reporting across several jurisdictions

What worries you — and the House’s answer

• “My income will be taxed twice — where it vested and where I live.” — Which is why each tranche is bound to its own period, and the treaties are claimed in time.
• “I’ll exercise the options at the wrong moment and overpay.” — The timing of exercise and sale is worked out in advance for the target residence.
• “I’ll get tangled in reporting across two countries.” — Personal reporting on both sides is part of the mandate and is drawn into a single whole.

Where this leads

Each tranche is taxed once and in the right jurisdiction. The income you earned over years of vesting does not dissolve into double tax. Reporting is consistent and closed in relevant jurisdictions.