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.
Services:
- 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