Episode 15: Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level

July 28th, 2025  |  18 mins 44 secs

estate planning, financial literacy, fractional jet ownership, inheritance fairness, inheritance planning, legacy letters, private jet tax rules, stock option exercise

A private jet decision. A multimillion-dollar option grant. An uneven inheritance. In this Q&A episode, Stephan unpacks three dilemmas that high-net-worth families face—and offers clear, strategic guidance for navigating them with confidence.