30+
Years serving executives navigating complex compensation and concentrated wealth
Your compensation is complex. Your financial plan should manage that complexity.
Equity compensation tied to a single company. Concentrated positions that grow faster than they can be managed. Deferred income with distribution decisions that have long-term consequences. We work with executives who need a coordinated plan across all of it.
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3
Career chapters: active career, career transition, and post-career
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1
Coordinated team across equity planning, tax strategy, estate planning, and retirement income
Three distinct chapters. One integrated plan.
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Active Career
Managing equity and income during high-earning years
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Career Transition
Navigating departure, severance, and timing decisions
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Post-Career
Retirement structure, decumulation, and legacy
Active Career
Managing complexity while you are working
Equity compensation requires careful sequencing: when to exercise, when to sell, how to manage concentration risk, and how to prevent taxes from eroding a meaningful portion of what you have earned. The decisions made during the career determine a great deal of what is available at the end of it.
We help executives build a personal financial plan that runs alongside their compensation structure, not in reaction to it. The goal is a coordinated picture across equity, income, tax, and retirement savings that compounds over the years of a career.
How we help
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RSU and stock option planning
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Concentrated position and diversification strategy
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Deferred compensation plan analysis
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10b5-1 plan coordination
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Tax planning across compensation types
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Retirement and personal savings strategy
Career Transition
The decisions made during an exit can carry lasting consequences
A departure, planned or otherwise, compresses a set of significant financial decisions into a short window. Severance structure, unvested equity, pension elections, healthcare continuity, and non-compete implications all need to be addressed in the right sequence and often under time pressure.
We help executives navigate the transition with a clear view of what is at stake, what is reversible, and what is not.
How we help
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Severance analysis
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Unvested equity timing and negotiation
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Pension and benefit election review
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Bridge income and cash flow planning
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Healthcare and insurance continuity
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Deferred compensation review
Post-Career
A meaningful retirement, on your terms
Corporate executives are often among the least prepared for the financial structure of retirement. The compensation, the plans, the employer infrastructure, all of it ends at once. Building a sustainable distribution plan from a complex balance sheet requires a different kind of thinking than the accumulation years demanded.
We help clients build a retirement income structure, complete their estate plan, and think clearly about legacy on the other side of a career that required most of their attention.
How we help
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Retirement income and distribution planning
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Social Security timing strategy
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Pension election and annuity analysis
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Estate and trust planning coordination
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Philanthropic and legacy planning
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Long-term care and healthcare planning
Managing generational wealth? We can help.
For many executives, what they have built across a career carries meaning well beyond the balance sheet. A career that demanded everything deserves a transition that accounts for all of it. Meaningful conversations about what comes next set the foundation for lasting impact.