G&R Family Wealth Management

Specialized guidance relevant toGE executives

Many of the corporate executives we serve are employees of GE. As with all executives, those at GE can face many complexities when managing their personal finances, including diversifying their portfolios and mitigating the risks associated with owning a large concentration of company stock. We also have working knowledge of the benefit programs offered by GE. Our team specializes in providing wealth management guidance to GE executives on many key issues, including:

  • Concentrated stock positions
  • Stock options (e.g., RSU, ISO, NQSO)
  • Stock ownership requirements
  • Deferred compensation
  • Navigating corporate resource websites
  • Pension programs
  • Net unrealized appreciation (NUA) analysis

Raymond James is not endorsed, sponsored  by or affiliated with GE, Inc.