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Focused on single-family and multi-family offices and those who serve their needs.
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Wealth Management Strategies for Corporate Executives
You have worked hard to build a comfortable life for yourself and your family. Your hard work has been rewarded with financial success and, as your wealth has grown, so has the complexity of managing it. As a corporate executive, you face a number of unique financial challenges, including equity awards, restricted stock, blackout periods and deferred compensation plans. To create a comprehensive wealth management plan, you will need to address these challenges in the context of your most important goals.
Should You Consider a Family Office?
Starting a family office can make sense if:
- Your family has sizable assets.
- Those assets are not part of an operating business.