Silhouettes of professionals looking out a high-rise window at a city skyline, representing strategic long-term planning for corporate leaders.

EXECUTIVE COMPENSATION & TAX STRATEGY

Financial Planning for Corporate Leaders

High income often brings complexity. Corporate leaders and Executives face planning challenges that go beyond general advice, especially when compensation, taxes, and long-term goals intersect.

We help bring structure, clarity, and strategy to complex financial lives.

Common Planning Areas

  • Bonus, deferred compensation, and equity planning

  • Tax-efficient investment and income strategies

  • Retirement planning beyond traditional timelines

  • Risk management and asset coordination

  • Aligning career decisions with long-term goals

Our role is to help you step back from day-to-day decisions and focus on the bigger picture, so your financial plan supports both your career and your future.

  • The timing depends on the type of option (ISO vs. NSO). We help corporate leaders model different exercise scenarios to manage potential Alternative Minimum Tax (AMT) and maximize long-term capital gains treatment.

  • Holding too much company stock can be risky. We use strategies like Exchange Funds, careful tax-loss harvesting or potential hedging to diversify your portfolio without triggering a large and unnecessary tax bill.

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