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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Tax Diversification?

Q: Why should anybody listen to C/Suite? A: Because we have walked 10,000 miles in our clients’ shoes. Through multiple decades of serving Senior Leader …

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The Greatest Diversification Story Never Told! The NIMCRUT

Upon first glance, the NIMCRUT seems too good to be true. But, don’t let that make you nervous! Instead, our team helps senior executives and their families invest quality time to gather all of the facts to make the best decision for their families to create income after their paychecks stop.

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When is an Option Grant Ripe for Picking?

What’s the best indicator that an option grant is ripe for exercising; the water cooler or a mathematically sound, statistically valid Insight Ratio tuned to your specific risk and return preference which is 100% unconflicted by our flawed, human tendencies?

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Optimally Managing Your Holding Requirement

Considerations like optimization of Holding Requirements are essential but seldom are they urgent. We provide proactive insight into the most important yet non-urgent elements of our clients’ lives on both a quantitative and qualitative level throughout the many disruptive internal and external changes in their corporate and personal lives, markets, economy, and politics of tax changes.

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SEC Reform is Brewing in the World of Trading Plans

The SEC is scrutinizing trading plans to comply with current standards. Can you say, “Red Flag?” Should insiders be talking to informed advisors? Yes!

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What Is A Concentrated Risk Position?

Bill Gates has likely not been heard to complain about his concentrated position in Microsoft. Concentration can lead to wealth development!

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About the Authors

Phil Barnhill, CLU

Private Wealth Advisor
Director of Risk Management

Stoddard Barnhill, CFP®

Private Wealth Advisor

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.

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