As a corporate executive; you’ve put in the work, climbed the ladder, and likely have the rewards to match your responsibilities. This situation has put you in a group of highly successful and differentiated individuals that have complex compensation packages requiring a higher-level of specialized planning.
While you may have one or all the characteristics below, our team thrives on constructing plans to help you achieve your goals:
- Formal employment contract or arrangement
- Compensation tied to performance goals
- Have an equity interest tied to your employer
- Entitled to a complex benefits package
- May have tax or legal exposure due to your position
We help our clients plan for the 3 unique phases for high performing executives: