Corporate executives and professionals lead busy lives. We understand that many times much of your net worth may be tied to your employer or business–which requires an additional level of strategic planning. To put you in the best position to succeed over the long term, our team can provide the advice, resources and access to knowledgeable specialists you may need to plan and prepare for the future.
Our team offers advice and guidance to help you:
-
Navigate corporate stock option plans, deferred compensation plans, concentrated positions, and 401(k) plans
-
Create strategies that could reduce taxes and better diversify your wealth
-
Determine if the business is properly protected in terms of liability exposure
-
Implement wealth management strategies to help smooth out uneven cash flows
-
Strategize ways to free up more time to spend with family
-
Determine when it may be good time to put an exit strategy in place
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.