Wealth planning for executives
Simplify your complex financial affairs
With increased seniority often comes increased complexity – a higher tax bill, a larger investment portfolio, multi-faceted compensation packages and precious little time to manage any of it.
Executives who are too busy to optimize their wealth often benefit from a more sophisticated, integrated approach. Drawing on enhanced financial planning tools and retirement solutions for high-net-worth investors and executives, we’ll take the time to understand your financial concerns and help you create a plan to achieve your goals.
For example, we can help:
- Maintain your lifestyle in retirement with supplemental executive retirement plans
- Make sense of complex employee compensation packages, including employee stock options
- Diversify concentrated stock positions to reduce risk
- Plan for a change of career
- Transfer assets to family or charity tax efficiently
Once you’ve taken stock of what you wish to achieve, your financial plan can help guide any decisions related to your wealth. As your financial situation changes, we’ll keep your financial plan up-to-date – so you always have a roadmap to help you reach your goals, even if your status or position within your company does changes.