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Corporate Executives

Who We Serve

Equity compensation and corporate benefit plans are complex. We work with corporate executives to maximize their value so they can focus on what’s most important in their lives.

The demands of a leadership position in the corporate world often leave limited time to focus on other areas of life, including personal finances. Our team of credentialed professionals distills complex benefits packages down to actionable items to help you organize and simplify your financial life. Executives receive expert guidance in the following areas:

  • Equity compensation (Stock options, RSUs, PSUs)
  • Deferred compensation plans 
  • Tax minimization strategies 10b5-1 plans 
  • Risk management strategies 
  • Concentrated equity positions 
  • Employee stock purchase plans 
  • Charitable gifting strategies

    We’d love to meet you

    We’d love to meet you