Our Services A Personal Equity Award Profile Tax and Cash Flow Planning Specialized Stock Diversification Independent Investment Management Asset Protection Legacy, Estate Planning and GivingCorporate Services
Phone: 952-886-7233
Fax: 952-886-7501
7760 France Avenue South
Suite 1100
Edina, MN 55435
Our Services
Executive Capital provides each client with a custom Equity Award Strategy™ to determine when and how to exercise, sell or gift various equity awards to minimize the risk and tax liabilities while maximizing award values. Our Equity Award Strategies™ can provide “what-if” analysis to evaluate independent investment alternatives and even enable you to analyze forfeiture value when evaluating alternative equity compensation packages.
Equity Award Strategies™ include the following services:
- A Personal Equity Award Profile
- Tax & Cash Flow Planning
- Specialized Stock Diversification Techniques
We also provide Independent Investment Management, Asset Protection, and Estate and Legacy Planning to further protect and maximize your wealth building goals: