Helping executives manage their financial success

The rewards of a successful business career can be significant, but with them often come unique challenges and risks, such as having a high concentration of stock in the company you work for.

You could also benefit from guidance with many types of executive transactions, such as employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for those concentrated equity positions.

Our specialized expertise can help you make the most of all executive perks and programs you are in a position to receive.

We can help you with a full range of executive transactions and corporate solutions:

Executive Transactions
ESOPs
Cashless Stock Option Exercises
Rule 144 Executions
10b5-1 Sales Plans
Hedging and Monetization for Concentrated Equity Positions

Corporate Solutions
Share Repurchase Programs
Corporate Cash Management
401(k) Retirement Programs
Other Retirement Programs
Executive Benefit Platforms