Finding Sophistication In Simplicity for corporate executives

You spend your time and energy between the office and home, with little to spare. You work hard looking out for your company’s future. Are you planning just as carefully for your own?

As a corporate executive, you understand that planning is at the heart of running a successful business. The same is true for your own future. However, due to the time-consuming demands of your career and the complex nature of your personal finances, your financial plan may become stale. Are you giving enough thought to the Three Burning Questions: Will I make it? Do I have any blind spots? What can I do better?

Our consultative approach spans the entire spectrum of topics pertinent to busy corporate executives. We’ll take into account the challenges of balancing personal and corporate responsibilities, freeing you up to focus on what matters most. From stock option planning to 10b5-1 plans and monetization for concentrated equity positions, you can count on us to help you leverage your time and optimize your personal financial plan. Let’s get started.

Services:

  • Executive Transactions
  • ESOPs
  • Stock Option Exercises
  • Rule 144 Executions
  • 10b5-1 Sales Plans
  • Hedging and Monetization for Concentrated Equity Positions
  • Banking & Lending Solutions
  • Insurance Efficiency Studies
  • Tax Planning
  • Estate Planning
  • Charitable Giving
  • Risk Management
  • Case Study: Fitting together the funds of retirement