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Tailored advice for executives

Your compensation plan as a corporate executive represents both a wealth of opportunity and a web of complexity. With your focus on the business, you need a partner to help you make the most of your benefits and pursue your personal financial goals. As your trusted guide, we will help you make informed decisions regarding deferred compensation plans and restricted stock. We can also design a tax-efficient, stress-tested portfolio for you that is not overly weighted toward your own company’s securities – so you can focus on living your life and leading with confidence.

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Explore strategies for concentrated equity

We can assess your concentrated equity holdings, develop a risk-mitigation strategy, and recommend diversification techniques for your specific situation. For more insight, see the guide.

Creating a lasting legacy

Corporate executives rarely have the opportunity to reflect on whether they’re giving enough attention to what matters most. That’s why we’ve gathered resources and inspiration to help clients consider the impact they want to make in their career, family and community.