As a corporate leader, business owner or key decision-maker, your compensation offers compelling opportunities for wealth-building, along with specific tax and timing constraints. Successfully navigating this landscape requires in-depth knowledge and specialized strategies. Yet many executives lack the time and focus needed to manage their wealth.
Our Boston based team has over twenty years of experience providing executive advisory services to the biotech and medical device community. We understand the intricacies of equity compensation—and the demands of a thriving career. We focus on C-suite executives, owners of closely held businesses and private company partners, managing their wealth so they can manage their business. Our approach integrates deferred, restricted and equity compensation into your financial plan to maximize the opportunities while adhering to the constraints.
Our global banking platform offers guidance and resources for induviduals and corporate entities from cash flow and legacy planning, to tailored lending and IPO underwriting.