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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The Smartest Mid-Life Crisis

There is one season in a client’s life cycle during which we are most often asked to become engaged.

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MN Estate Tax Credit: Use It or Lose It!

When life is busy, it is nice to know someone is taking a second, discriminating look at the ownership of your family’s assets.

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Multi-Generational Service: Caring for Parents

Caring for aging parents, with its emotional and logistical challenges, can be one of the most stressful situations we face.

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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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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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