Executive Compensation &
Structuring

Institutional strategies for founders, executives, and partners navigating growth, liquidity, and succession.

Strategic Advantages

Unlock sophisticated compensation structures used by the world's most successful executives

Premium-Financed Comp

Access capital at 5.5% or less from 30+ banks without equity dilution. Preserve ownership while funding growth initiatives.

Tax-Advantaged Lending

Deferred income and layered tax shield models. Optimize timing and jurisdiction for maximum efficiency.

Liquidity Optimization

Used by hedge fund executives and IPO founders. Strategic timing and structure for maximum value realization.

Case Highlights

Real-world examples of executive compensation optimization

Exit Optimization
$130M

Tech Founder Liquidity Strategy

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

Deferred Compensation
$85M

Hedge Fund Partner Structure

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

Why It Matters

Our systematic approach to executive compensation optimization

Family Offices

Compensation Planning

Wealth Design

Comprehensive assessment of current compensation structure and optimization opportunities

Family Offices

Strategic Lending

Capital Access

Access to premium lending facilities with institutional-grade terms and conditions

Family Offices

Tax Shield

Smart Deferral

Multi-jurisdictional tax optimization and timing strategies for maximum efficiency

Family Offices

Exit Strategy

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.

Jason T
Managing Partner, TWC Capital Holdings

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.

Dr. Kevin K
Medical Director, Physicians Network

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.

Nevin S
President, SPH

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.

Dr. Greg
Owner, Hospital Plaza

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.

Tom D
Managing Partner, Credit suisse

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.

Rachel Kim
CFO, Capital Partners Group

Let's Structure Your Strategy

Ready to optimize your executive compensation structure? Our team is here to help you navigate the complexities.