As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought, and with us as your partner, you gain the confidence of knowing we are guiding you on the straightest path to your financial objectives.
We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. Our expertise extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock.
Specialized services include:
- Executive transactions
- ESOPs
- Cashless stock option exercises
- Rule 144 executions
- 10b5-1 sales plans
- Hedging and monetization for concentrated equity positions
Find the straightest path toward your goals with strategies custom-made for executives.
