As a professional or corporate executive, you know that planning is crucial to running a successful practice or company. The same can be said for your financial life. However, between the demands of your job and the complex nature of your wealth management needs, planning for your own future can pose a real challenge.
You spend long days managing your business, serving your clients or patients. You shouldn’t also have to worry about managing your financial life. The professionals and executives we serve see the wisdom in having a well-designed financial plan for addressing short-term liquidity needs and long-term goals such as retirement and leaving a legacy.
We understand the many important matters professionals must address, such as risk management, tax planning, managing cash flow, managing education debt and the valuation of a firm or practice for purchase or sale. We offer guidance to executives regarding transactions such as stock options, Rule 144 executions, 10b5-1 sales plans, restricted stock management, and hedging and monetization for concentrated equity positions.
We can provide a comprehensive wealth management plan that encompasses everything from managing your investments to mitigating your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.
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.
