Wealth planning for equity compensation, US expats, and cross‑border families.
Who We Serve: Specialized Financial and Tax Planning
At Soaring Wealth, we work with clients whose lives and finances no longer fit a simple template. You may be managing significant equity compensation, living between the US and Europe, or navigating private equity and complex tax rules — often all at once.
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Simply put, you face decisions with real dollar consequences and limited time to sort through them. We help you maximize after‑tax wealth, minimize unpleasant surprises, and reduce decision fatigue so you can stay focused on your career, family, and the life you are building.
1
Employees with Equity Compensation
Equity compensation can be a powerful wealth-building tool, but its complexity often creates confusion around tax treatment, timing decisions, and diversification. We guide you through managing incentive stock options, non-qualified stock options, RSUs, ESPPs, and other equity plans with strategies tailored to your grants, cash-flow needs, and risk profile.
Our goal is to help you retain more after‑tax value, avoid costly mistakes, and make decisions that support both your long‑term goals and your day‑to‑day life.
2
US Expats in Europe
Living and working abroad presents a host of financial and tax complexities, especially for US citizens and green card holders in Europe. You must balance US tax rules, local country requirements, foreign accounts, and often cross‑border equity or retirement plans.
We help you confidently manage cross-border tax compliance, retirement and saving strategies, and globally diversified investments while minimizing double taxation and regulatory pitfalls. Your financial life stays organized and intentional, no matter where you call home.
3
Investors and Partners with Private Equity
Private equity investments demand specialized attention — from complex K‑1s to liquidity events. Without a coordinated plan, it is easy to overlook tax consequences, concentration risk, or exit planning opportunities.
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We take a proactive approach to monitoring your private equity holdings, coordinating tax strategy, diversification, and cash‑flow needs. The result is a more deliberate path from illiquid interests to long‑term, after‑tax wealth.
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Retirees and Near Retirees
As you approach or enter retirement, the decisions become even more complex — especially when cross-border considerations, equity compensation, or private investments are part of the picture. You need clarity on where to draw from first, how to manage taxes, and how your plan holds up under different scenarios.
We help you design a practical, tax-aware retirement income strategy that aligns both US and European pensions, coordinates Social Security and other benefits, and supports the lifestyle you envision. The focus is on preserving your wealth, managing risk, and giving you confidence in this next chapter.
