Professionals and Executives
Professionals – Our team works with a variety of professionals, including medical doctors, CPAs, attorneys, and corporate professionals – all of which have a unique basket of needs. We help structure planning, investments, estate and tax planning, 401(k) and defined benefit plans, liability management, benefits, succession planning, insurance, and more.
Executives – The details of executive compensation and benefits can be overwhelming. With this in mind, we specialize in working with C-suite executives of publicly traded companies. We also have a great deal of experience with Rule 144 employees, analysis of corporate benefit packages, planning, investments, estate and tax, liquidity, liability management, and insurance through affiliates.