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We create comprehensive financial strategies for executives and their complex situations.

Solutions | Executive Services

We coordinate with your entire executive team, including accountants and attorneys, to make sure that we are all working together for you and your family.


  • 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

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