The Seiler Group

Helping high-powered executives manage their financial success

The rewards of providing uncommon vision and leadership in business can be significant, but with them often come unique challenges and risks, such as ownership of highly concentrated stock positions.

We can help you with many different executive transactions, including employee stock ownership plans, 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. Services we provide include:

  • Financial planning
  • Cash flow analysis
  • Portfolio risk analysis
  • Estate planning
  • Philanthropic planning
  • Retirement planning
  • Review total corporate financial plan
    (including stock options, buyout packages, SERP plans, golden parachutes)
  • Tax planning
  • Concentrated stock options
  • Networking with other clients