Financial Planning for Corporate Executives
Too much of a good thing? We can help.
Many of our clients receive company stock as part of their compensation plan, especially those in the tech industry working at startups. Often times, you find yourself in a position where a significant portion of your liquid financial wealth is tied to an individual stock with a low cost basis.
The Kayne Anderson Rudnick wealth management team provides a suite of financial planning and advisory services for corporate executives to mitigate the risk of the ownership of a concentrated stock position.
Our financial planning services include:
• Tax-managed portfolio diversification services
• Risk management services utilizing option hedging programs
• Exchange fund solutions
Our approach often involves tax and estate planning professionals to provide a balanced, customized and comprehensive solution.