As a corporate executive, you have big goals and big responsibilities. That can make it difficult to find time to manage your finances and navigate your benefits. We’re here to help. Our experienced team members support you by:
- Optimizing the tax efficiency of your savings, investments and benefits, while seeking to maximize risk adjusted return. We integrate your equity compensation awards with your financial planning and income tax strategy.
- Identifying an employee stock option exercise strategy that helps achieve your long-term goals, address risk and optimize value. We also help navigate shareholder considerations, trading windows and holding requirements.
- Implementing risk management strategies for concentrated single stock positions including 10b5-1 plans, and other strategies.
- Providing recommendations to help you navigate your corporate benefits package, including retirement plan considerations, stock option strategies, restricted stock units, life and disability insurance options, performance awards, incentive plans and more.
- Helping you focus on what’s important and relevant to your life and financial situation. Our goal is to provide custom advice to help simplify your financial decisions.