Specialized Planning and Consulting Services

Executive Compensation Planning

Today, it is common for companies to use multiple forms of compensation, not just salary. The tax implications associated with stock options, restricted share units, and stock award rights are complex and timing is critical to minimizing taxes on gains. We can provide a comprehensive analysis to help develop short-term and long-term strategies to minimize your risk exposure and tax liability so you can get the most out of this valuable asset.

Privately Owned Businesses

You’ve worked hard and now it’s time to enjoy the satisfaction of a liquidity event. We work closely with your other professional advisors by analyzing, developing, and implementing a customized investment plan centered on enhancing and replacing your income after the sale so you can enjoy the lifestyle you deserve.

Foundation and Endowment Fiduciary Asset Management

As fee-only investment managers, we are accountable and focused on your organization’s success. We are experienced in managing unique investment objectives across a wide range of accounts. From scholarship accounts with unique payout needs, to accounts funding ongoing grants, and varied time horizons, we have the operational structure and systems to help your organization stay on track and accountable.