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Specialized strategies for corporate managers

We serve many executives who have spent their careers in the corporate world and, because of it, face a number of complex financial situations, from stock options to concentrated equities.

As a corporate executive, you understand that planning is at the heart of running a successful company or practice. The same is true for your own future. However, between the time-consuming demands of your job and the complex nature of your personal financial circumstances, planning for your own future can be challenging.

We serve corporate executives who realize the wisdom in having a well-designed financial plan not only for addressing short-term needs today, such as saving for their children’s college educations, but looking long term to their own retirement and legacy.

We can help corporate executives with many different executive transactions, including stock option planning, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans, and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms, and retirement programs.

You can rely on us to provide high-level expertise and advice for your personal financial matters. We can serve as your trusted partner to help manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer, and your philanthropic efforts.

Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.