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Senior Executives

We have extensive experience managing the financial lives of smart, successful, and busy executives. Our clients are interested in financial independence and delegating the details of their wealth management to specialists.  

We start with an overall plan and strategy to help our Senior Executive clients pursue their short and long-term goals through our complete offering of Services. We develop a financial strategy for company stock options and restricted stock units (RSUs), review the terms of equity compensation, vesting schedules, and coordinate these with the client’s overall goals. The tax treatment of company stock options is another critical factor that requires guidance depending on the type of options held, holding periods, gains, losses and other factors.  We will also coordinate with our client’s other professionals to fully analyze the potential outcomes of each action.  Our objective is to help you fully realize after tax benefits from each strategy.