Wealth Strategies for Corporate Insiders
- Corporate executives face unique challenges. It can be difficult to separate your personal financial future from the success of your company. We have developed a disciplined approach to help executives improve financial security through wealth protection and diversification.
- Track and organize restricted stock options in the context of their total net worth
- Manage SEC Rule 144 considerations, including incentive and non-qualified stock options
- Design and implement 10b5-1 plans
- Identify opportunities to mitigate taxes while planning for retirement
- Manage equity compensation, deferred compensation, and partnership interests
- We help corporate insiders: