The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “stock option exercise”.
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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.