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Executive Suite
Executive Suite is designed for high-income executives and high-net-worth business owners.
You have worked hard to get to where you are. Much of your wealth is concentrated in company stock, stock options, and business assets. Diversification and liquidity strategies are key. Income and net worth are high enough that prudent income and estate tax planning and oversight are required. In some instances, the rest of the family counts on one member to take care of everything and is ill-prepared to step in if something happens to that member. These families typically have a myriad of advisors, but no one entity is acting as a quarterback pulling everyone and all assets together to execute most efficiently.
