Executive wealth is often tied to employer stock, tax exposure, and evolving career timelines. We help bring clarity to the decisions that define both career and wealth.
Challenges we recognize:
Purpose built strategies designed around equity timing, liquidity windows, and long term planning needs.
Guidance on exercising options, managing RSUs, navigating blackout periods, and planning around equity driven liquidity.
Coordinated planning across salary, equity, deferred comp, and bonus structures, aligned with CPAs and legal teams.
Ensuring concentrated wealth, future liquidity, and family priorities remain aligned across generations.
Cash flow clarity, retirement readiness, succession of benefits, and long term wealth design beyond employer compensation.
Purpose built support for a family navigating expanding complexity, increasing assets, and the need for long term alignment.
Background
The family gained a stable framework that improved communication, strengthened alignment, and clarified responsibilities across generations. With coordinated tax planning, updated legacy structures, and a consistent reporting system, the family moved forward with greater cohesion and long term confidence.
Challenges
The family gained a stable framework that improved communication, strengthened alignment, and clarified responsibilities across generations. With coordinated tax planning, updated legacy structures, and a consistent reporting system, the family moved forward with greater cohesion and long term confidence.
Action
The family gained a stable framework that improved communication, strengthened alignment, and clarified responsibilities across generations. With coordinated tax planning, updated legacy structures, and a consistent reporting system, the family moved forward with greater cohesion and long term confidence.
Outcome
The executive gained a clear path to reduce concentration risk, improve tax efficiency, and build long term financial independence outside the company. With coordinated planning, updated documents, and structured liquidity strategies, the family moved forward with greater confidence and stability.
Your advisory team includes attorneys, CPAs, valuation specialists, and banking partners who guide key financial decisions.
Portfolio Manager
Director of Portfolio Management
Wealth Advisor
Wealth Advisor
If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.
