You undoubtedly have achieved many milestones in your rise through the ranks. Now, your uncommon vision and leadership have culminated in your success and have also provided you with significant rewards. With these rewards, however, come unique challenges and risks, such as highly concentrated stock positions.
We can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. And through holistic planning, we can help ensure that the benefits earned through your career are carefully included in your overall financial plan.
In addition, we can help you identify appropriate strategies for utilizing corporate benefit plans such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.