Addressing the wealth complexities of corporate executives

We serve corporate executives in both private and public companies who realize the wisdom in having a well-designed financial plan not only for addressing short-term needs today, but looking long term to their own legacy.

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 and executive benefit platforms.

Count on us to serve as your trusted partner to help manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer, and charitable giving.