Executive and Private Business Services

Do you have financial planning needs relating to executive compensation plans such as non-qualified deferred compensation, restricted units and corporate stock options, or liquidity events created through private asset or business sales? 

Each of these situations carries their own complexities from taxes to proper risk mitigation.  Experience and capabilities matter. Period.  Our team has decades of experience in working with our executive and private business owner families. 

Our partners can assist you with Rule 144 executions and 10b5-1 sales.  We create and execute complex options strategies to help mitigate concentrated position risk, generational wealth transfer, and philanthropic endeavors.

These situations are unique and require thorough planning.  Mistakes can potentially lead to missed opportunities and significant tax liabilities. 

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.