Navigate Change

There are important moments in your career or your company’s journey that may impact your workplace benefits.  In times of transition, it’s important to understand how your equity awards, 401(k) and other workplace benefits may affect your broader financial plan.

Corporate Events That Can Impact Your Workplace Benefits

Whenever your company has a corporate event that may impact your benefits, we are here to help. Our educational resources cover the basics, and our Financial Advisors can help explain what these changes may mean for you and your financial goals.

Initial Public Offering
An IPO may provide opportunities for wealth creation and liquidity, and introduce tax considerations. We can help you understand what to expect as an employee of a newly publicly traded company.
Mergers and Acquisitions
If your company is involved in a merger or acquisition, there may be changes to your equity compensation plan. Whatever your experience, you have access to insights and education to help guide you through this journey.
Liquidity Events
If you are employed by a privately held company, you may be offered the opportunity to turn your equity into cash by participating in a tender offer. Our Financial Advisors can help address your questions on how this might affect your overall financial picture.

How Career Transitions May Affect Your Workplace Benefits

Whether you're embarking on a new job opportunity or navigating a change in employment, it's essential to be mindful of your workplace benefits and their alignment with your financial goals.

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Request a no-obligation consultation with a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your equity benefits.

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