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