Wealth Strategies for In-House Counsel
Coordinate Your Equity Compensation and Benefits to Help Reduce Your Tax Liability and Make Work Optional
We are here to help In-house counsel executives:
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Avoid tax surprises
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Get strategic with RSUs
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Achieve your desired lifestyle
You Don't Have to Worry About Making Costly Mistakes
As an in-house counsel, you may feel:
Anxious that the vesting of your RSUs will lead to painful tax bills
Pressured to make sense of current and legacy compensation plans and benefits
Short on time as a busy professional to research and implement financial strategies on your own
We believe you shouldn't have to be an expert in equity compensation and complex tax strategies to make the most of your benefits.
Know Where You Are and Where You Are Headed
Our goal is to help you:
Have a plan for taxes
Make decisions that help you keep more of your money.
Complete the puzzle
Understand how all the disparate financial pieces fit together.
Gain direction
Finally feel like your finances are moving you toward your desired future.
We Understand How Complicated Your Compensation and Benefit Plans Can Be
We have worked with attorneys for over 20 years.
We have a deep understanding of your company's executive compensation and benefits. Our senior partner is an ERISA attorney specializing in benefit plans.
From corporate general counsel to government prosecutors.
A Team to Help Take the Burden Off Your Shoulders
Our advisory team collaborates on your behalf to implement your wealth strategies.
For completely transparent fees, our comprehensive advisory engagements include:
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Goals-based financial planning
Retirement analysis, cash flow analysis, education planning, tax planning, and estate planning
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Investment strategy & planning
Low-cost, tax-efficient investing, within carefully defined risk-management parameters
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Tax strategy & planning
Annual tax preparation, annual tax analysis and projections, and tax optimization strategies
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Personal legal services
Personal legal matters such as estate planning, audit defense, elder law, adoption assistance and more
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Charitable giving strategies
Donor-advised funds, optimized gifting strategies, qualified charitable donations
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Cash management & lending
High-yield FDIC-insured savings accounts up to $2.5 million, pledged asset lines of credit, discounted mortgages
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Risk management solutions
Protect your family, and your legacy from unexpected events
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Lifestyle & wellness resources
We help you live your best life
How to Work With Us
Step 1
Start with an initial conversation to determine a mutual good fit.
Step 2
Book a Discovery Meeting to understand goals and challenges.
Step 3
Engage with us and start implementing.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are an in-house attorney seeking wealth strategies to reduce the tax hit of your RSUs
Want to coordinate your compensation and benefit plans, along with your personal investments, into a comprehensive plan
Seek the freedom to work because you want to, not because you have to
Want a relationship with a fiduciary financial advisor to provide integrated financial, tax, legal and lifestyle management services
Have investable assets of more than $1,000,000
Take the First Step—Schedule a Call!
Are you ready to stop feeling anxious about making costly mistakes with your equity compensation and benefits? Take the first step to feeling confident that all your financial areas have been coordinated to help reduce your tax liability and create your work-optional lifestyle. Schedule an introductory call today.