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.

Contact us today.

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.

Read: Tax Loss Harvesting & MLPs
Worth Article - How can tax loss harvesting and selective asset placement reduce my capital gains and income tax liability?