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Corporate Executives

Executives have a unique relationship to risk.

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:

Asset Management

  • Advice on stock options planning and concentrated equity strategies
  • Using tax-efficiency strategies to accumulate more wealth without increasing risk
  • Managing restricted stock and 83(b) elections
  • Trading through 10b5-1 plans

Financial Planning

  • Mitigating capital gains tax
  • Planning your retirement income to help ensure your income will align with your lifestyle
  • Cash management and lending solutions
  • Personalized planning and annual stakeholder meetings that allow for a clearer perspective on your wealth

Enhanced Financial
Planning

  • Completing a full tax review of all aspects of your wealth
  • Evaluating your income sources and savings to determine your retirement readiness
  • Using insurance strategies to help transition family wealth and support charitable goals
  • Personalized strategies for funding your children’s education
  • Defining an estate plan to ensure that tax is mitigated while family wealth is transitioned

Comprehensive
Wealth Management

  • AEGIS Tax Gap Analysis: Corporate Executives
  • Retirement Guide for Executives
  • Executive Tax Restructure
  • Financial Life Plan
  • Annual Stakeholders Meeting
  • Wealth Transition Guide

We also provide solutions for corporations, including benefit plan design and administration, share repurchases and corporate lending.

What are your options for managing a concentrated position?

Retirement Guide for
Executives

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.

When your assets include deferred compensation, stock options, and a concentrated position in your company, it’s not a simple task to ensure you have what you need for retirement. This is the focus of our multi-faceted team.

Michael Donnan, CLTC, FIC
Wealth Manager

Executive Tax Restructure

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.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

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