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Having a concentrated position in your company, as well as periodic bonuses and various forms of deferred compensation – all these factors can complicate your approach to investing, investment risk, and planning your retirement.
By combining comprehensive wealth management and specialized strategies for executives with an in-depth knowledge of tax, we’re able to help you define a clear path to your financial objectives. This often involves:
We also provide solutions for corporations, including benefit plan design and administration, share repurchases and corporate lending.
Funding your retirement is a complex task for corporate executives, so we like to start with an open discussion. The Retirement Guide for Executives poses important questions that help simplify your image of retirement and clarify your next steps to prepare for the transition.
Once we complete your AEGIS Tax Gap Analysis™, we sit down with you to discuss the steps we’re proposing to take in order to simplify your wealth and take advantage of all opportunities to save tax, such as timing your deferred compensation payments with pension and Social Security.
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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