Private Wealth Management Financial planning for executives
We’ll partner with you to manage your complex financial situation, so you can focus on living your life and leading with confidence.
For many corporate executives, time is your most precious commodity. You’re trying to ensure the success of your business and team, while enjoying your family life and supporting your local community. This can make it difficult to find adequate time to manage your wealth and complex financial situation.
We can help you maximize your compensation benefits by working with you to diversify your stock options and overall portfolio to reduce risk, minimize taxes and more.
Your Private Wealth Advisor understands your unique challenges and can help you create a wealth plan that meets your needs.
Specialized wealth strategies
Maximize your compensation
Many corporate executives have complex compensation plans that require special attention and financial planning. Our range of specialized wealth advisory services can help you:
- Maximize compensation and manage concentrated stock positions
- Manage regulatory constraints and company hold requirements
- Leverage net unrealized capital appreciation
- Participate in deferred compensation plans
- Manage distribution decisions
- Choose pension distribution elections
- Minimize taxes
- Create a stock option strategy to preserve holdings
Find the right balance
Personal financial planning
We approach wealth planning the way you approach business planning.
We act as your executive team, coordinating and ensuring all strategies and tasks are aligned to focus on your overall financial objectives. We measure your progress relative to your goals and meet with you regularly to adjust course as necessary.
In short, we simplify your financial life and help you optimize the corporate benefits available to you as you build your wealth and work toward your financial goals.
Portfolio diversification
Better risk management
Restricted share units, incentive options and non-qualified options account for half of most executives’ annual compensation. Studies show that inefficient exercise of stock options can actually destroy a significant amount of your holdings.1
While stock diversification does not guarantee returns or protect against losses, it can help reduce portfolio volatility and the risk of returns associated with an individual holding. There’s a 41 to 50 percent chance that a portfolio consisting of a single stock will fall 25 percent or more in a given five-year period, compared with a 13 percent probability for a diversified portfolio.2
Our team can build a comprehensive and diverse wealth plan that also accounts for your taxes and stocks, all to help you achieve your financial goals.
Our services
Your vision, our expertise
Your Private Wealth Management team will help design a custom wealth plan that brings together the right mix of products and services to fit your needs today without compromising your plans for the future. By analyzing your full financial picture—including legacy planning, investments, and banking—your advisor will help identify potential opportunities and manage risks effectively.
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