Busy corporate executives can benefit from a wide range of support areas beyond our traditional planning and investment management services.

Concentrated Stock

Working with the corporate legal department and investor relations team to build a compliant long-term strategy for managing the appropriate level of exposure to the company stock inside the executive’s broader portfolio allocation, including 10b5-1 plans and charitable giving.

Options Strategies

Maintaining a clear summary of the various stock options, performance shares, grants, etc. to collaborate with the client on a game plan for exercise timing and tax planning including understanding NSO vs. ISO, 83(b) elections, and other important considerations.

Tax Planning

Exploring credits and other tax strategies with the client CPA to help minimize taxes in high income years for the executive.

Executive Benefits

Guiding the executive regarding the best utilization of the corporate executive benefits package and ensuring the appropriate tax information is shared with the CPA, including evaluating 409A plans and other deferred compensation packages.

Financial Team Leader

Saving time for the busy executive via coordination of all family advisors and corporate contacts to handle administrative, tax, and planning issues seamlessly.

Retirement Planning

Looking ahead to help the family plan for a future transition to retirement, board roles, and nonprofit involvement.