Many of our clients have successful careers with large corporations. Their financial priorities include investing their wealth wisely, preserving their assets, providing for their family, mitigating taxes, preparing for retirement, and having a steady stream of income to support their lifestyle.
They must address a number of complex financial matters, particularly issues surrounding company benefits. In addition to salary, their compensation may include bonuses, stock options, restricted stock awards, and equity incentives, executive compensation packages, employer contributions to retirement plans, deferred compensation, signing bonuses and retirement payouts.
Furthermore, family wealth may be concentrated in a single stock, accumulated during a successful career. Although mitigating the risk of a concentrated equity position can be complicated, we can provide a variety of strategies that can hedge, monetize, diversify or transfer the position while managing the tax implications.
However, because of the time-consuming demands of their jobs, and the complex nature of their personal financial circumstances, many feel the wealth planning process is challenging.
At Aventura Family Office, our team serves as your trusted partners for managing and preserving your wealth, and building your legacy. We will provide a comprehensive financial plan for your life and all it encompasses – helping to mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.