A Specialized Wealth Management Approach for Corporate Executives

Equity compensation is just one aspect of your financial picture, but it can be a powerful driver of your overall financial well-being. That’s why we start by demystifying your corporate benefits package and understanding its function in the context of your broad financial goals.

This is one of the most common financial questions that executives face. When a significant portion of your invested assets are held in RSUs or other forms of equity compensation through your employer, often a strategic plan is needed to work toward greater diversification. Through custom diversification plans, we define the steps that will help you maximize the value of your company stock, while reaching a level of overall diversification that aligns with your risk tolerance, retirement plans and other goals.

For many executives, there are several unknowns that complicate retirement – the tax implications of your equity compensation, questions around liquidity and timing, and how your cash flow will adapt to changes in lifestyle.

By consolidating and organizing your finances, we help provide the clarity and direction to make strategic decisions for your short-term needs as well as the long-term priorities of your family. We work with executives and their families, and coordinate with professional partners like accountants and estate attorneys, to work toward family wealth goals.

By introducing a financial wellness program into your company’s culture, you can provide key employees with not only corporate benefits and retirement plans, but also the resources to implement and manage them properly. This helps ensure that your senior managers and high-level executives can experience the full value of the benefits you provide them.