Solutions > Tax & Compensation Structuring
Institutional strategies for founders, executives, and partners navigating growth, liquidity, and succession.
Unlock sophisticated compensation structures used by the world's most successful executives
Access capital at 5.5% or less from 30+ banks without equity dilution. Preserve ownership while funding growth initiatives.
Deferred income and layered tax shield models. Optimize timing and jurisdiction for maximum efficiency.
Used by hedge fund executives and IPO founders. Strategic timing and structure for maximum value realization.
Real-world examples of executive compensation optimization
Structured pre-IPO liquidity for SaaS founder, optimizing tax treatment across multiple jurisdictions while maintaining control.
35% tax savings through jurisdiction planning
Maintained 67% equity ownership
Accelerated liquidity timeline by 18 months
Multi-year deferred compensation structure for fund partner, optimizing carry distributions and management fee timing.
Deferred $45M across 5-year structure
28% reduction in effective tax rate
Enhanced portfolio liquidity options
Our systematic approach to executive compensation optimization
Wealth Design
Comprehensive assessment of current compensation structure and optimization opportunities
Capital Access
Access to premium lending facilities with institutional-grade terms and conditions
Smart Deferral
Multi-jurisdictional tax optimization and timing strategies for maximum efficiency
Liquidity Maximized
Optimized liquidity events and succession planning for sustained value creation
Daniel and the London Newman team helped us structure a coordinated two-pronged strategy that balanced tax efficiency, asset protection, and long-term legacy goals. Their work gave us clarity and confidence in deploying capital across multiple trusts while preserving liquidity for development projects.
Daniel brought us a group plan solution that was not even on our radar previously. It allowed our group of 40+ physicians to secure additional supplemental income opportunities, outside of traditional retirement plans.
Working with Daniel on SPH’s AI-driven knowledge-extraction initiative has been transformative. His team is building an intelligent system that integrates decades of valuation data into an automated information engine — helping us secure better terms for the sale of our business.
Daniel helped us navigate buyer outreach, capital structuring, and incentive packaging for the Hospital Plaza redevelopment. His ability to connect us with institutional investors, REITs, and physician-operators has opened doors we couldn't have reached on our own.
London Newman guided our clients through an executive compensation strategy that protected both our clients company and their family. Their use of bank-financed tactics gave us meaningful tax-advantaged coverage while keeping the company equity intact. The process was complex, but Daniel's modeling and explanations made it easy to see the path forward.
Daniel and his team at London Newman helped us weigh several financing options and ultimately secure $25M in growth capital on terms that worked for us. They didn't just connect us to capital — they helped us think through structure, timing, and the long-term impact. Having their network and guidance accelerated our expansion more than we expected.
Ready to optimize your executive compensation structure? Our team is here to help you navigate the complexities.