Corporate Executives

Fortune 1000 Officer-Level Executives

  • Needs advice in understanding the company’s complex compensation packages
  • Wants the investment assets in company plans integrated with outside portfolios
  • Desires an income tax plan that coordinates company plans and personal goals
  • Cash flow management is a top priority
  • Strives for an estate plan that establishes a long-term legacy for the family
  • Understands that parents may require financial and medical support
  • Looks for an advisor that can assist with strategic philanthropy in the community
  • Expects someone to unburden the family from the complexities of filing tax returns