Enhancing Wealth

Concentration Builds Wealth. Diversification Protects It.

We know you have worked long and hard to climb the corporate wealth ladder. Any wealth advisor can help exercise and sell stock options. Your accountant can calculate your tax consequence. But, who is helping you build wealth by advising you on:

• Which options to exercise and when to sell to maximize value?
• How to minimize the tax implications and manage cash flow?
• How to compare and assess alternative investment returns or even assess the true value of another equity compensation package?
• How to turn “under-water” options into lucrative family or charitable gifts?

At Executive Capital, we know that stock concentration builds wealth. However, we also know from experience that unless you have a fact-driven, unbiased diversification strategy to protect equity value, you can fall prey to market fluctuations or a wealth advisor’s motivation to leverage proprietary investments driving up assets under management (AUM) fee.

With our integrated Equity Award Strategies™ and wealth management services, we are uniquely positioned to eliminate any conflict of interest and are able to focus on achieving your financial goals and objectives.