Guidance Tailored
Like A Fine Suit
In business, you’ve made it to a higher level by providing uncommon vision and leadership. As a result, you’re able to enjoy the finer things in life. They are the rewards of your success and they are significant. But these rewards often come with unique challenges and risks, like highly concentrated stock positions. To help, we can help provide guidance tailored just for you and your unique financial situation. We’ll also leverage the diverse resources of Raymond James that include:
- Personal Financial Solutions
- Financial and Estate Planning
- Tax Planning
- Risk Management
- Portfolio Design and Management
- Alternative Investments
- Lending Solutions*
- Insurance
- Education Planning
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
* Provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank.
As our client, you’ll never have to worry about fitting
