Serving C-level executives and business owners

You understand that planning is at the heart of running a successful company or business. 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.

Our process involves evaluating your individual circumstances and customizing strategies for issues such as investment management, estate planning, trust services and philanthropic strategies.

We also help executives with 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.

We help business owners by addressing important issues such as tax planning, asset protection, cash management, insurance, financing, succession planning, employee benefits and the financial implications from the sale of a business.

Our goal is to help you derive the full benefit of your successful life, whether as a corporate executive or business owner.

112 Haywood Road
Greenville, SC 29607
T 864.289.2100
TF 888.384.2100
F 864.289.2111
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