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

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