Corporate Executives: Stock Option Analysis, Taxes and More

We understand the specialized needs of high net worth corporate executives and professionals.  We provide specialized help in the areas of highly concentrated company stock option programs and the implications of applicable incentive programs.

  • Stock Option Analysis
  • Tax Consequences Relating to Stock Sales
  • Tax-Advantaged Diversification Strategies
  • Clarification of ESOP or 401(k) and Savings Plan Options

While taking into account the emotional and business attachments executives have for their company stock, we help clients understand the risks inherent with having a large concentration of wealth tied up in one stock.  We will provide risk assessment and transfer strategies aimed at helping your portfolio grow and stay consistent with your investment objectives.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Start typing and press Enter to search