Wealth Management for C-Suite Executives
As a corporate executive, a great portion of your wealth is tied to a complex compensation plan, and as a result, you may or may not have full visibility into your overall financial situation.
With comprehensive planning and individualized attention, our team of financial planners and asset managers can keep you in control of your wealth and help you identify opportunities to accumulate, preserve and transfer wealth in alignment with your career and life objectives.
Our multi-disciplinary approach offers financial clarity by integrating your corporate holdings with your personal financial assets and helping you to assess and optimize:
- Stock options and restricted stock
- Corporate bonuses, dividends and other equity incentives
- Sales of company stock (10b5-1 plans)
- Concentrated stock risk
- 401k / IRA allocation planning
- Asset liquidation, diversification and cash out
- Insurance assets and protection
- Estate planning and wealth transfer
- Tax-efficient charitable giving
- Cash flow analysis and retirement planning
Addressing Common C-Suite Challenges
Achieving Financial Clarity & Independence
Maximizing Executive Compensation and Benefits
Optimizing for Tax Efficiency & Mitigating Risk
Planning for the Future
Investment Management Philosophy
We firmly subscribe to an integrated investment management philosophy that delivers solid, risk-adjusted returns through risk mitigation, cost minimization and a disciplined, long-term approach.
Let’s connect to discuss your financial future.