for corporate executives
Many of our team’s clients have spent their careers in the corporate world and, because of it, need to address a number of complex financial matters, such as managing stock options and concentrated equities. However, because of the time-consuming demands of their jobs and the complex nature of their personal financial circumstances, planning on their own can be challenging.
We help corporate executives with many different executive transactions, including 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.
As your trusted partner, we will provide a comprehensive financial plan for your life and all it encompasses – helping to manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.
We help corporate executives in high-powered careers manage the many essential financial matters in their lives.