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Who We Serve

Public Company Executives

We help public company executives navigate the complexity of:

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

Public Company Resources:

Private Company Executives

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

Pre-Retirees & Retirees

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