Contact Us

Corporate Executives

Top ways we help Corporate Executives

  1. Plan financially for when I plan to stop working
  2. Maximize earnings through good investments
  3. Manage my risks
  4. Keep track of everything I own and stay on top of the financial details in my life
  5. Transfer wealth to my children

How we have helped Corporate Executives

All Insights

  • Focusing on the Bottom Line – Investing in a tax-efficient way.

    Problem Wealthy individuals have the unique ability to pursue investment strategies similar to traditional institutional investors, such as endowments, but have the added challenge of considering the tax impact of their choices. This impact can be significant, and 2013 tax law changes increased the burden materially. These changes included an increase in the highest marginal […]

    January 5, 2022

  • Planning the Next Move – Understanding the options before sealing the deal.

    Problem Our client was the founder and CEO of a biotechnology company. He learned that the Board intended to take the company public in six months, and the company’s complex structure meant that compensation talks would be equally complicated. Going in alone or uneducated could mean not only getting a bad deal for himself, but […]

    January 5, 2022

  • Seeking New Clarity – Simplifying and improving an existing financial plan.

    Problem Nearly 80, a widowed client sought a clearer picture of her investments and future estate. She had been an active investor for many years, but wanted to ensure that she was optimizing her investments and estate plans as well as minimizing future taxes. Solution Investment management: Consolidated many accounts to streamline her balance sheet. […]

    January 5, 2022