Private Wealth Services

Executive Compensation and Benefits


Because we are intimately familiar with your overall financial picture, we can provide counsel on the most advantageous way to structure compensation and benefits and explore the impact of possible contingencies.

COMPENSATION AND BENEFITS – THE BIG PICTURE

Corporate Benefits Analysis

From health insurance options to qualified or non-qualified retirement elections, we focus on the impact your benefits will have on your overall financial plan. Our comprehensive approach simplifies the assessment of corporate benefits by creating a customized summary, and providing a detailed analysis of how your options fit into the context of your overall planning strategy. We can also assist with negotiations when switching jobs by providing insight and supporting materials to verify that the new company will make whole on any lost or unvested compensation.

Executive Compensation

Compensation decisions should always be made in light of other holdings, income, and the rest of your financial situation. Our team dives deep into your options, including deferred compensation planning, assisting with the determination of distribution times and lengths, and assessing and factoring in the inherent risks. Our experienced team will review stock option strategy, long term incentive plans, and clarify the impact contingencies such as death, disability, forced and unforced separation, and retirement will have on benefits for you and your family.

Interested in learning more about structuring compensation and benefits? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below.


Ready to Simplify Your Wealth?

Simplify Your Wealth


We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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