The Corporate Executive
That being said, there are a number of potential financial planning strategies that you can benefit from.
Common Planning Opportunities
Identifying and complement shortcomings of your company benefits and pension plans
Maximizing you company savings plan
Tax Minimization Management
Mitigating the risks from holding concentrated positions/stock options
Company stock/options exit strategies
And much more...
Concentrated Equity Postitions
While each executive’s situation is different from the next, when it comes to the wealth of upper-level executives, the common denominator is often the composition of said wealth being highly concentrated within their respective company’s stock. This is no coincidence, as most executive compensation packages favor incentive pay through company stock and/or stock options.
However, the very asset responsible for creating most of your wealth is also the one that poses the greatest risk on your total net worth and to your long-term financial security.
A sudden change in the company stock price can have a lasting effect on your financial well-being. Fortunately, there are solutions available that can be used to protect your wealth while simultaneously remaining tax-efficient and assuming less risk.