EQUITY-COMPENSATED EXECUTIVES

As an executive at a publicly traded company, you may be presented with the option of equity compensation, which presents a unique opportunity to build your long-term wealth. As with any wealth-building approach, however, there are unique considerations to make. Our team is here to help you identify those considerations and coach you through addressing them. In many circumstances, we are also able to work directly with your HR department, your tax specialist, and/or your estate attorney to help build strategies around risk mitigation and liquidity options.

BUSINESS OWNERS

If you’ve built a business from the ground up or inherited it as part of a family/business continuity plan, you likely have multiple employees who depend on you for their well-being. As revenues continue to rise, the complexity of managing your business will likely rise as well. Striking a balance between personal wealth management and your company’s growth is often at the core to handling stress and living your ideal work life in tandem with your home life. Our team can work with you to address the diversification of your wealth outside of the business, in addition to succession planning and retirement planning.

AFFLUENT FAMILIES

Building long-lasting, meaningful relationships with each family we serve – that’s our true passion. As a component of our investment process, we get to the heart of the questions and challenges that may be weighing on you. What’s the best healthcare option for your family? When should you build a legacy plan? How can you reduce the taxes you’re paying on your earnings? By working closely with you and your loved ones, we’re able to answer these questions (and more) and move forward on a focused path. We account for your concerns, design a plan and a portfolio that help address them, and align your wealth with your values