Our executive services are designed for executives with complex financial circumstances that only an on-going, personal relationship can meet.
We work closely with our corporate executive clients in creating a comprehensive financial strategy. In addition, by remaining a valuable member of your financial team, we closely monitor and respond to your changing circumstances. Rest assured we will also coordinate your entire executive team, including accountants and attorneys, to make sure that collectively we are working together for you and your family’s best interest.
Executive Services include:
- Stock option and restricted stock planning
- Income tax strategies (including alternative minimum tax strategies)
- Executive compensation and benefits planning
- Retirement and benefits planning
- Hedging and monetization strategies for concentrated stock positions
- Estate and gift planning
- Personal risk management and risk mitigation strategies
- Global wealth management
- Education funding