Equity Incentive Plans

Assisting entrepreneurs and executives to grow their wealth by maximising the opportunity that equity incentive plans present.

Equity Incentive Plans

Equity incentive plans provide executives and employees with equity in the company that they work for. These grants aim to incentivise key individuals and align the interests of the company with its team. Equity incentive plans can take on a number of different structures. Some of the more common types are employee share schemes (ESS), employee stock ownership plans (ESOP), restricted stock units (RSU) and performance rights.

Cutting through the complexity

We specialise in assisting individuals and family groups who hold concentrated equity positions by:

  • Cutting through the complexity of various equity incentives and advising on effective investment structuring 
  • Undertaking a comprehensive review of each financial situation to clearly set out and prioritise financial goals 
  • Tailoring a holistic investment, strategic and risk management strategy that maps out how these goals can be met 
  • Implementing key liquidity events and diversifying concentrated holdings through ongoing investment management


To speak to a specialist Equity Incentive Plans Adviser, please email us on:

[email protected]


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'Equity Incentive Plans'

We assist entrepreneurs and executives to grow their wealth by maximising the opportunity that equity incentive plans present. Our service aims to provide clarity and confidence around complex financial decisions and a clear pathway forward.

Get in Touch

Start a Conversation with an Ord Minnett Adviser today.

'Cutting through the complexity of Equity Incentive Plans'

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