Executive Solutions
Executives and Corporate Officers
We leverage our experience across our organization and the markets to offer high-net -worth executives and corporate officers a sophisticated and comprehensive array of exclusive and specialized services including:
- Corporate Trustee Services
- Exercise of Employee Stock Options
- Wealth Management and Liquidity Solutions
- Corporate Executive Services
- Transactions Involving Restricted and Control Stock
- Loan Platforms including Cash Management and Margin
- Business Retirement Solutions (see Retirement Solutions tab)
- Brokerage Products and Services
Specific Offerings Include:
- Premium nationwide trust Solutions to address wealth transfer to successor generations
- Structured products such as zero-premium collars, variable prepaid forwards and customized option strategies
- Risk protection, capital preservation, tax advantaged participation, leverage & diversification
- Buy Sell arrangements and other strategies
- Alternative Investments
- Tax Shelters
- Other
Please contact us to discuss your specific requirements.