BUSINESS LEADERS
You’re focused on business, let us focus on you.
The increasing speed of today’s business world demands business owners and corporate executives be more laser focused than ever leaving you without the time or mental energy to properly manage your increasingly complex finances.
Our business leader wealth management services can help. We will:
Create a holistic portfolio strategy integrating all of your accounts, including your company retirement plans.
Design income generation strategies for whatever comes next in your life.
Collaborate with your accountant, banker, and estate attorney on tax minimization, debt optimization, estate planning, wealth transfer, and charitable giving strategies.
Facilitate exit planning, succession, and transition strategies for closely-held business owners.
Proactively prioritize your financial action items.
Optimize your executive compensation
- Restricted share planning and stock option maximization strategies.
- Strategies for selling and exercising shares outside of trading windows.
- Pension plan and deferred compensation strategies.
- Company stock concentration and diversification strategies.
- Coordinate open enrollment and employee benefit selections.
- Create a plan to help achieve your goals and objectives.
