Executives
We're here to help you streamline important financial decisions, reduce complexity, and reclaim precious time.
We Understand Your Financial Considerations
As a successful executive, the demands of your career can leave little time for personal financial planning. We have experience and deep knowledge in the areas that matter most to support you and your family including: custom cash flow analysis, tax strategies that align with your compensation structure, a portfolio that keeps you diversified and addresses your stock options, strategically handling liquidity events, evaluating your risk management, and estate planning that integrates with your overall financial plan.
Planning That Follows Your Career
Sequoia walks alongside you throughout your career, providing proactive guidance, coordinating across disciplines, and adjusting your plan as your circumstances evolve. We're here when you're considering a new role, moving to a new state, evaluating stock options and addressing concentration, considering your retirement timing, and everything in between.
Delivering Results
Sequoia's dedicated, executive-specific financial planning team delivers customized, integrated advice tailored to help you meet your goals.
Streamlined Compensation & Cash Flow Planning
- Define goals and allocate savings accordingly.
- Forecast cash flow and match needs to timing of payments.
- Coordinate your financial plan with your executive benefits.
Optimized Tax Planning
- Design strategies for tax optimization.
- Understand how to use tax deferred plans to your benefit.
- Provide proactive planning around stock option exercises.
Integrated Portfolio Management
- Build a diversified portfolio to create financial independence from a single holding.
- Tie life goals and risk tolerance to portfolio design.
- Implement tax-friendly investment approaches like direct indexing and tax-free bonds.
- Manage blackout periods and holding requirements.
Financial Organization
- An in-house team approach with deep knowledge and experience serving executives.
- Decades of working with clients like you.
- Estate planning acumen to help plan your legacy and care for your loved ones.
- Here to offer a thorough analysis of risk management needs.
- Support for your charitable giving intentions.
Explore Strategies For Your Concentrated Stock Positions
ONE-ON-ONE SESSION
TALK TO AN ADVISOR
We work with all levels of executives – whether you’re just starting out, established in your career, or you sit in the C-Suite. Let’s connect today.
