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
Resistance to a fourth round of economic stimulus is softening. We provide a brief analysis of what to expect should this legislation pass.
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Growth stocks have outperformed since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
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Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.
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With so many acronyms adding confusion, we provide an overview of what value-based investing is and the opportunity for investors.
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