Helping successful people with every matter money touches
Helping busy executives manage their personal finances
We serve business executives who realize the wisdom in having a well-designed financial plan not only for addressing short-term needs today, such as saving for their children’s college educations, but looking long term to their own retirement and legacy.
Many of our team’s clients have spent their careers in business 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 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.
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.
Please note that changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.