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

- Annie Van De Wiele

70%

-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 -
December 28, 2020

Second Round of Stimulus on its Way

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December 14, 2020

A Plan for All Seasons - Winter

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December 7, 2020

Trim Your Future Tax Bill by Thinking Ahead

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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.