planning for corporate executives
Running a company leaves you with a lot of responsibility and little time to take care of your own financial health. With scattered assets and miscellaneous investments, corporate executives need an integrated wealth management strategy tailored to meet your comprehensive financial goals. Regardless of which investment phase you are focused on, our team can help devise the right wealth management and investment strategies for you, whether you’re in the accumulation phase, still furthering your executive-level career, or you’re enjoying your retirement, the income stage of your life. We can also advise you on the distribution of your estate, giving you and your family financial confidence.
equity compensation planning (ecp)
Equity compensation is non-cash payment that represents ownership in a business, such as restricted stock or performance shares. Many executives receive equity compensation, which has its own unique set of rules and tax laws. Our team specializes in ECP and can help you diversify out of that asset concentration in a tax-efficient manner to help lower your risk and identify growth opportunities, using a managed money approach.
INTEGRATED ASSET ALLOCATION
Asset allocation is one of the most important decisions you can make. It’s a wealth management strategy that seeks to mitigate risk and increase returns by allocating a portfolio’s assets according to an individual’s specific long-term goals. Integral to effectively managing your money, we can shift your asset allocations depending on market conditions and help generate more consistent returns with less overall portfolio risk.
ESTATE PLANNING
Knowing the fruit of your life’s work will be secure when you are gone can be a great relief, allowing you to enjoy your hard work well into retirement with confidence. Our team can advise you on how to plan for your estate while helping to minimize gift, estate, generation-skipping transfer, and income taxes. We can also help you with distribution planning, i.e. what happens to your assets after both you and your spouse are deceased.
charitable gift planning
One of the greatest joys of being successful is the ability to use your assets to help make the world a better place. With charitable gift planning, you can donate investment returns to charity, supporting the causes you love not only throughout your lifetime, but also after you’re gone. Our charitable gift planning strategies are designed to fit your personal interests and goals for benefiting NGOs while maximizing potential tax benefits.