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.

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Wisdom of the Ages

We’ve been telling our clients for years that it’s better to have a tax problem than an income problem, but it’s hard to let that sink in when you’re writing a six-figure check to the IRS in the spring.

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Replacing Your Paycheck in Retirement

When payroll checks are rolling in month to month supplemented by restricted stock vesting and option exercises, only a small number of individuals are concerned …

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Mastering Our Clients’ Company Benefits

As we often say, an executive’s life is dominated mainly by taking care of what is both urgent and essential at work, followed closely by …

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Pet Peave Part II

Pet Peave? What Peave? We have a mild pet peave on companies who claw back stock option life at normal retirement—justified or plain unjust? We …

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Pet Peave – Companies Who Clawback Option Life at Normal Retirement

Some folks reading this blog might be mad or sad, and some comp and benefit consultants will bristle, but we write here as 100% advocates for the individual client-officer and NOT the company for whom they work.

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Choosing The Right Equity Compensation Mix Can Be Risky

C/Suite, Tell Us About The Good Old Days of Equity Compensation: In the mid-nineties, our clients were granted 100% of their equity compensation in the …

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Legacy Management

Doing nothing is easy, yet it almost guarantees a non-optimal result.

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An Historic Moment which is Particularly Teachable for C / Suite Clients and Prospective Clients

The active management of Dividend Growth portfolios can maintain a consistent “risk-adjusted” portfolio, unlike a cap-weighted indexed strategy where some investors might find themselves unknowingly out on the risk spectrum where they do not desire to be.

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About the Authors

Stoddard Barnhill, CFP®

Private Wealth Advisor

Sarah Leitzke, CFP®

Private Wealth Advisor

Phil Barnhill, CLU®

Director of Risk Management

For nearly 25 years Phil has worked exclusively with senior leaders of public and large private companies. Over the past seven years Stoddard has been carefully mentored in this niche market and is now mentoring Sarah, 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.

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