Serving the specialized needs of executives
As a company executive, you certainly understand how important planning is to running a successful business. Of course, the same is true for your personal financial life. However, between the time-consuming demands of your career and the complex nature of your financial circumstances, planning for your own future can be challenging.
This is where we can serve as a valuable partner. We can help you derive the full benefit of your successful career, while adhering to regulatory guidelines and mitigating your tax burden. We will address the unique challenges and risks you face as an executive, such as having an investment portfolio with a high concentration of company stock.
We can assist you in analyzing the wide range of company benefits offered to you and incorporating them into your financial plan, and customizing strategies for issues such as investment management, estate planning, trust services and philanthropic strategies.
Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.
