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.

      We help corporate insiders:

      • 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