TAILORED ADVICE for executives

Your compensation plan as a corporate executive represents both a wealth of opportunity and a web of complexity. With your focus on the business, you need a partner to help you make the most of your benefits and pursue your personal financial goals. As your trusted guide, we will help you make informed decisions regarding deferred compensation plans and restricted stock. We can also design a tax-efficient, stress-tested portfolio for you that is not overly weighted toward your own company’s securities – so you can focus on living your life and leading with confidence.

If you’re an executive at a publicly traded company, you will most likely have restrictions prohibiting you from trading your company stock for significant portions of the year. We have helped our clients implement solutions to avoid insider trading rule risks while tailoring them to their specific set of circumstances. Whether you are just beginning your role in the C-Suite, considering opportunities as it relates to a potential job change or looking to retire, we’ve got you covered.

We can design strategies for you to help you minimize the risks and navigate the intricacies of concentrated equity positions including:

• Hedging Strategies
• Monetization Strategies
• Tax Diversification
• Potential Income Enhancement
• Tax-Efficient Gifting