We understand the value of your time. Our team of experts will coordinate the various complexities of your financial life to provide you with a turn-key and efficient solution so you can enjoy your valued time with those you love. Our Executive Services include:
- Coordination with other professionals. We want to be your first call! Your dedicated portfolio management and financial planning team will work closely with your tax, legal, banking, and insurance professionals to ensure all aspects of your financial life are working in sync with one another.
- Concentrated stock or option holdings. Are you invested heavily in your company’s stock? We can help you understand the tax strategies, risk exposure, and holding requirements associated with divesting of your company stock. Additionally, our planners will review how this impacts your broader financial planning needs.
- Legacy planning. We will help you efficiently transfer your wealth to those people or charitable organizations you care most about while doing so in a tax-efficient and prudent manner.
- Complex compensation and benefit plans. FBB will help you navigate your deferred compensation, restricted stock, incentive stock options, qualified stock options, pension plan, and 401(k) to leverage the options available to you.
- Business succession. Have you created an exit plan to divest of your business, transfer it to your heirs, or have you created an environment for those within your business to buy you out? Our team of professionals can help guide you through this process.
- Financial planning for business owners. Our team of planners will take all the various elements of your financial life and make sure they are in sync with one another.
- Customization. FBB will work to draft and execute strategies tailored to your specific risk management, investment, and liquidity objectives.
Please contact us to learn more about executive services.