Over the past year, we’ve made several investments designed to strengthen the advice, continuity, and long-term support we provide to you and[...]
Corporate Executives
For corporate executives, we provide structure and foresight around complex compensation packages and concentrated equity positions, helping professional success translate into enduring family wealth.
Leading at the highest level often means balancing demanding schedules, concentrated equity positions, and family priorities, with little time to proactively manage personal finances.
Corporate and family wealth are deeply connected. As Personal CFOs, we help executives simplify and structure their financial lives, giving them the clarity, control, and confidence to ensure professional success becomes enduring wealth.
How We Help
Integrate Compensation and Wealth Planning
We align salary, bonus structures, stock options, and deferred compensation with family wealth objectives, so corporate benefits serve broader long-term goals.
Manage Concentrated Equity Exposure
We design diversification and hedging strategies that address risk while preserving upside potential, helping balance loyalty to the company with prudent wealth stewardship.
Maximize Tax Efficiency Across Income Streams
We identify opportunities to reduce tax drag through careful coordination of compensation, investment, and estate strategies, to capture reliable tax value that compounds over time.
Coordinate Estate and Legacy Planning
We partner with estate counsel to structure trusts and transfer strategies, to protect wealth while preparing for generational continuity.
Deliver Administrative and Financial Command
From cash flow oversight to bill pay and reporting, we manage the details so executives can operate with peace of mind and precision.
Prepare the Next Generation
We engage families in financial education and leadership development, to allow values and decision-making skills to pass to the rising generation.
The Background
A senior executive at a Fortune 500 company had accumulated significant equity through stock options, restricted stock units, and deferred compensation plans. While professionally accomplished, the family’s financial life was fragmented, with overlapping advisors, concentrated holdings, and no cohesive strategy.
The Challenge
The family needed a coordinated approach to translate corporate benefits into long-term wealth, while addressing tax exposure, liquidity needs, and estate planning considerations.
Our Approach
As Personal CFO, we brought structure and foresight to every element of the family’s financial life:
- Comprehensive Compensation Analysis: Mapped all equity awards, deferred plans, and vesting schedules to develop a multi-year liquidity and tax strategy.
- Equity Diversification and Risk Management: Implemented staged sales and protective structures to reduce concentration risk while capturing value.
- Tax-Focused Portfolio Design: Built an investment strategy tailored to the timing of income events, minimizing tax drag and aligning with liquidity needs.
- Coordinated Estate Planning: Partnered with estate attorneys to design trusts and transfer strategies that preserved wealth for future generations.
- Administrative Oversight: Consolidated cash flow, reporting, and bill pay to simplify daily management and free executive bandwidth.
The Result
The executive and family now have a clear, integrated financial strategy aligned with both corporate benefits and long-term family priorities. They operate with confidence that compensation, investments, and estate planning are coordinated, tax-efficient, and future-focused.
Recent Insights for Executives
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A new 401(k) rule change is set to reshape how high-income Americans save for retirement. Associate Wealth Manager Alex Canitano was featured in a[...]
