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.
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.
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 …
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.