As a busy executive, successfully managing both your personal finances and professional responsibilities can seem like an unwieldy task. We can help you do both.
Taking the Guesswork Out Of Your Complex Wealth Needs
Private Banking: Streamline your finances with personalized banking solutions developed to fit your unique needs.
Trust Services: Create an estate plan and start preparing to preserve your family wealth according to your own wishes.
Family Office: Choose strategies and solutions that match your Family Office structure and trust your needs to experts who understand the complexities that come with extensive wealth.
Wealth Planning: Take the important steps to establish your financial future and prepare for major milestones like retirement.
Investment Management: Take the important steps to establish your financial future with a thoughtful investment approach with equity, tactical and fixed-income strategies.
Lending: Go after your next goal with residential financing for a new property or private lending for your personal borrowing needs.
Managing Your Compensation Package and Equity Awards
Concentrated Stock Positions: As a successful executive, you are likely being rewarded with equity. As your equity vests over time, you have greater financial benefits, but also increased stock concentration risk. Our Wealth Strategists are adept at ensuring that your portfolio reflects the appropriate amount of opportunity and risk.
Executive Advisory Services: Make your financial picture more clear and your assets work harder for you with a personalized, client focused strategy. Our team can help integrate your finances, access capital, minimize stock plan risk, develop a wealth transfer plan, establish a 10b5-1 trading plan, and more.
Key Insights and Education
Managing the Complexities of Your Equity Compensation
The Role of 10b5-1 Plans in Helping Executives Meet Their Financial Goals
Considerations When Selling Your Company Shares
Why a trusted advisor can help you avoid pitfalls and feel empowered to sell your stock
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Our Thinking
This week Shannon Saccocia provides a review of, after pandemic recovery, what will likely be a major priority of the incoming Biden administration - trade policy. Listen now.
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In this week’s Family Office Connections podcast, we are joined by Tim Robinson, Partner at Schillings, for a discussion on common cyberattacks and insider threats. Listen Now.
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In this week’s Family Office Connections podcast, Edward Marshall is joined by Dave Lancaster, Rebecca Maguire, Lyn Christensen, and Eran Schreiber for a discussion on best practices for managing a family office’s structure and life cycle. Listen now.
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This year has been challenging for small businesses. During the holiday season, consider “shopping small” to support the businesses in your community.
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