Executive Planning Services

Our approach

Continuing changes to federal, state and social security tax regimes have a material impact on executive and high-net-worth taxpayers.

Our cross-disciplinary team of attorneys, Certified Financial Planners®, Certified Public Accountants and Enrolled Agents works extensively with corporate executives and high-net-worth individuals. Our services include minimizing potential income and estate tax liabilities, enhancing cash flow, developing strategies for stock option/ incentive compensation benefits and providing a more secure and comfortable retirement for individuals and their families.

Working with individuals and executive groups under corporate-sponsored arrangements, we tailor our services to meet your specific and comprehensive needs.

We coordinate successfully with our clients’ outside advisors to create holistic plans that meet their goals and objectives. We can also offer the services of our affiliate, Watch Point Trust Company.

We work with:

• Corporate executives
• Corporate employers/ human resource departments
• Privately held business owners
• Retired executives