“The art of the sailor is to leave nothing to chance.”

- Annie Van De Wiele


-the percentage of time family assets are lost from one generation to the next. Assets are gone 90% of the time by the third generation.1

- how we can help-

We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. Our experience extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.

1. Time.com

  • Executive Transactions
  • ESOPs
  • Cashless Stock Option Exercises
  • Rule 144 Executions
  • 10b5-1 Sales Plans
  • Hedging and Monetization for Concentrated Equity Positions
  • Banking & Lending Solutions2
  • Insurance & Annuities
  • Tax Planning3
  • Estate Planning
  • Charitable Giving
  • Risk Management
- insights for corporate executives -
May 3, 2022

Elevate your LinkedIn prospecting

A picture is still worth a thousand words
read more
May 3, 2022

Commonsense tactics for maximizing productivity.

Leverage your team members’ strengths and use top talent strategically.
read more
May 3, 2022

Recruit and retain your staff with equity compensation.

Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
read more
2. Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.
3. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.