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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.
How do we accurately determine if a potential modification in consultative alignment would be worthwhile despite the discomfort of change?
On December 14th, 2022, the SEC adopted amendments to address what seems to be abusive practices related to Rule 10b5-1.
One of the most common questions we hear from new clients is this: “How often will I hear from you?” At The Bahnsen Group, that …
The checkbook is dusted off, and checks are written directly to various institutions. Did you receive a deduction for this donation?
There is one season in a client’s life cycle during which we are most often asked to become engaged.
When life is busy, it is nice to know someone is taking a second, discriminating look at the ownership of your family’s assets.
Caring for aging parents, with its emotional and logistical challenges, can be one of the most stressful situations we face.
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.
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.
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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