Corporate Executives
High-Stakes Decision-Making Demands High-Caliber Financial Stewardship
For corporate executives with complex compensation structures and demanding careers, HB Wealth offers expert, concierge-level financial guidance that simplifies your life while advancing your goals. Whether you are navigating deferred compensation plans, stock options, or planning for board service post-retirement, we bring clarity, efficiency, and strategic insight, so you can focus on your work, your family, and your future.
Busy C-Suite Executives Can Benefit from a Wide Range of HB Wealth Advisory Services
Comprehensive Wealth Forecasting
We can work with your company’s corporate legal department and investor relations team to build a compliant long-term strategy for managing the appropriate level of exposure to company stock inside your broader portfolio allocation, including 10b5-1 plans and charitable giving.
Options Strategies
HB Wealth can maintain a clear summary of the various stock options, performance shares, grants, etc. to collaborate with you on a game plan for exercise timing and tax planning including understanding NSO vs. ISO, 83(b) elections, and other important considerations.
Portfolio Design for Sophisticated Investors
We co-create investment strategies that respect your financial acumen and unique insights, incorporating both traditional and, where appropriate, private market investments to balance risk, liquidity, and long-term growth.
Tax Planning
HB Wealth can help explore credits and other tax strategies with your CPA to help minimize taxes in high income years.
Executive Benefits Review
HB Wealth can help guide you regarding the best utilization of your corporate executive benefits package and ensure the appropriate tax information is shared with your CPA, including evaluating 409A plans and other deferred compensation packages.
Integrated, White-Glove Service
Time is your scarcest asset. We serve as the central hub for all your financial professionals, managing logistics and follow-ups so you don’t have to.
Retirement Planning
HB Wealth can help you look ahead to plan for a future transition to retirement, board roles, and nonprofit involvement.
Find a Specialist Wealth Advisor
HB Wealth offers several experienced wealth advisors who specialize in working with corporate executives.
This material is not a recommendation, offer or solicitation to sell or purchase any security, and individuals should consult their own advisers before making any investment decisions.