We specialize in serving corporate executives facing the stress of owning a large concentration of a single stock. As the economy shifts and times change, a diversified portfolio is critical to the best possible outcomes for your finances. Together, we’ll leverage little known tools such as 10b5-1 planning, 83(B) elections, exchange funds, and more to diversify your portfolio, while avoiding common pitfalls like excessive capital gains tax, public scrutiny, missed opportunities, and more. With careful planning, we can take your current assets and diversify to offer you growth and peace of mind.
Looking for a way to make the most of your stock options? Our team can help evaluate your current situation and leverage little-known tools to seize opportunities while also building a diversified portfolio. Our team’s goal is always to provide insights to empower your decisions.
It is possible to relieve your portfolio of the burden of too much equity in one company. With 10B5-1 planning, we will empower you to legally sell your company’s shares, and even create flexible options and tax benefits along the way.
Reap the benefits of a little-known tax saving strategy anytime you receive equity as an executive or launch a new company where you are a shareholder. Our team can help you understand the ins and outs of 83(B) elections, and advise you when it is prudent to file for an election, and when you might refrain from doing so.
Looking for additional support? We can also help you with:
Our team has a combined six decades of experience. We specialize in serving corporate executives and high-net-worth individuals who want to maximize their financial potential.