Corporate/Executive Services & Capital Markets
Business principals and corporate executives often have complex needs that require sophisticated planning strategies beyond traditional wealth management. Our Corporate & Executive Services include:
- Executive services
- Equity compensation strategies including stock options, performance shares & restricted stock
- Rule 144 concerns including 10b5-1 plans
- Hedging & securities-based loans
- Exchange funds
- Variable prepaid forwards
- Corporate Retirement plans
- Qualified plans including defined contribution plans & defined benefit plans
- Non-qualified deferred compensation plans
- Plans for corporate directors and self-employment income
- Corporate Services
- Entity structure
- Shareholder agreements
- Buy/Sell plans & funding
- Key person insurance
- Mergers & Acquisitions advisory
- Equity & debt offerings
- Capital Markets Access
- Private equity
Insights & Education
- Restricted Stock Grants
- Tax Consequences of Stock Options
- Rule 10b5-1 Trading Plans
- Rule 10b5-1 Trading Plan Best Practices
- Net Unrealized Appreciation
- SEC Rule 144 Restricted and Control Stock Transactions
- Business Continuity Arrangements
- Small-Business Owner Solutions Under COVID-19
- The CARES Act for Plan Sponsors
- Global Investment Banking
- Baird Capital