Who We Serve

We help public company executives navigate the complexity of:

• Stock Options
• RSUs
• Concentrated Stock Planning
• Tax Strategy

Public Company Resources:

• P&G
• GE

We help private company executives navigate:

• Career Planning
• Compensative Benchmarking
• LTIP Plans
• Tax Strategy

We help entrepreneurs plan for:

• Liquidity Events
• Key Employee Retention Planning
• Qualified Retirement Plans
• Tax Strategy

We help pre-retirees & retirees:

• Ensure they have saved enough for retirement
• Develop a distribution plan & income stream
• Balance lifestyle needs with estate & charitable goals
• Minimize taxes