Equity Plan Advisory Services We help corporations make better decisions

The Schoff Group William L. Schoff, Kathleen Titus, Stephen J. Wilson, Barbara L. Fraser, Bryan William Schoff, Alexander John Wilson, Joshua S. Tomko, Krista Sciera, Nicholas Ward

The Schoff Group


phone

888-661-2830
585-218-4569



phone

585-218-4595





address

400 Linden Oaks
Rochester, NY 14625



The right equity compensation plan can both reward your best employees and incentivize others. Our services and advice help ensure your participants understand the true value of their equity awards. All the while, we help you manage your plan more effectively.

Providing the support you need
We can handle all of your plan administration, or only the portions you need. Not sure? We’ll leverage best practices from our decades of experience to help you customize the right level of care and service for your company. As part of one of the world’s leading wealth management firms, we give you access to financial knowledge that can help participants make wise choices, as well as global resources that can make your equity plan program stronger.

Streamline onboarding

  • Collaborate with you, from day one
  • Coordinate with all departments
  • Weekly updates
  • Seasoned team

Customized reporting

  • Reports 100+ ways, or create your own
  • UBS One Source Mirror feature lets you “co-browse” and see what your participants see
  • US GAAP and IFRS 2 compliant
  • Heightened compliance

Heightened compliance

Independently audited and certified every year

  • ISO 27001 audited and certified
  • SSAE16 SOC 1

Industry leaders

We are an active contributor in the industry. Affiliations include:

  • National Association of Stock Plan Professionals (NASPP)
  • Global Equity Organization (GEO) and its NECF events
  • Regional associations across the U.S.



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