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