Your Financial Journey: A Tailored Approach for Every Life Stage
Financial planning is the cornerstone of a secure and prosperous future, an ever-evolving strategy that adapts to the changing landscapes of our lives. Whether we’re
Whether earned through your executive compensation or because you forged your trail as a business owner, equity value can be a hard-earned reward. But there is also risk associated with a highly concentrated asset. Our clients benefit from our experience with concentrated wealth positions like:
Did You Know?
You can frontload a 529 plan by gifting stock to a family member.
Each type of equity compensation comes with its own set of considerations. But in all cases, when planning for equity compensation, it’s important to understand your end game for the proceeds of a liquidity event. Do you want to fund your retirement? Buy or renovate your home? Or create trust for the next generation?
Whatever your end goal, we take action to ensure you’re considering the tax implications as well as how the concentrated wealth impacts the diversification of your overall financial wellness. A single-stock investment — whether it is part of a taxable or tax-advantaged account — bears significant, company-specific, risk. Most stock investors are aware of market risk, but single-stock risk adds some additional complexity that needs to be factored into your investment decisions.
Financial planning is the cornerstone of a secure and prosperous future, an ever-evolving strategy that adapts to the changing landscapes of our lives. Whether we’re
Taking on the role of an executor for a friend or family member’s estate is a significant responsibility—one that carries both honor and complexity. People
As the festive season unfolds, so does the spirit of giving, prompting many of us to reflect on how we can make a meaningful impact
Questions? Concerns? If you’re ready to plan, we’re ready to get you started. Reach out today and we’ll be in touch.