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
The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.
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Shannon Saccocia, Chief Investment Officer at Boston Private, takes a deep dive into how you can consider balancing need with opportunity in an uncertain environment.
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COVID-19 has caused severe economic and operational disruptions to family office principals and executives across the board. Hear best practices family offices should consider to protect themselves during this time.
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As with all income tax motivated strategies, every individual situation is unique and presents a variety of factors to determine the best course of action.
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