Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Compensation Planning 147

Compensation Planning Clients Planning Wealth Advisor 147

Sara Grillo

AUGUST 14, 2023

4 In any event, an adviser’s duties at common law will depend on judge-made case law emanating from the state level, including application of conflicts of law principles to determine which state’s law applies, and will be enforceable by anyone with standing to sue. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

MAY 9, 2025

Grant agreement and plan documents The grant agreement includes important provisions relating to your specific RSA grant, such as the number of company shares granted, purchase cost, vesting schedule and start date, and vesting conditions (time, event, or both). Otherwise it could be a major taxable event at vesting.

Taxes 89

Taxes Startup Wealth Management Planning 89

Darrow Wealth Management

MAY 9, 2025

Grant agreement and plan documents The grant agreement includes important provisions relating to your specific RSA grant, such as the number of company shares granted, purchase cost, vesting schedule and start date, and vesting conditions (time, event, or both). Otherwise it could be a major taxable event at vesting.

Taxes 63

Taxes Startup Wealth Management Planning 63