While senior executives are endowed with the same humanity we all possess, their wealth management needs are distinct and often categorically divergent from many other investors. From complex benefits and compensation packages to highly specialized estate and tax planning needs, the C-Suite is a content-heavy dive into the arenas that matter to executive leaders, written by advisors with a combined thirty years of experience in those very arenas.
The SEC is scrutinizing trading plans to comply with current standards. Can you say, “Red Flag?” Should insiders be talking to informed advisors? Yes!
For nearly 25 years Phil has worked exclusively with senior leaders of public and large private companies. Over the past six years Stoddard has been carefully mentored in this niche market, leading to a highly-specialized practice knowledge within the team. This focus on corporate executives and their family dynamics comes with significant insights into executive compensation, stock concentration, equity monetization, and the full life-cycle of a career in the C-Suite.