Strategies for corporate executives
As a corporate executive, you’ve put significant time and energy into building your career. Now it’s time to find the right approach and team to support your unique wealth management needs and goals.
We understand that the complex financial challenges you face may require sophisticated solutions.
You've likely spent years building your career and your wealth. You may have also taken on a significant financial risk, because most of your net worth may be represented by company equity, which often is illiquid and highly concentrated. Being proactive in planning for your cash flow and liquidity needs and determining the best approach to manage your concentrated stock position can help ensure you meet your financial and personal goals.
Are you prepared?
As a corporate executive, you should consider several things today to prepare for the years to come:
- Understanding cash flow changes and managing liquidity gaps
- Diversifying for the long term and identifying your options for concentrated stock positions
- Planning considerations before and after a wealth creation event
- Having a trusted advisor who understands your unique needs and goals and can help address any complexities or challenges
An integrated approach to executive financial strategies
Our services seek to help you manage cash flow, implement stock option strategies, mitigate income taxes{{wt-d212*}}, plan for retirement, customize your investment portfolio, and leave a legacy.
Retirement planning
Through a comprehensive analysis of your current and future income sources, expenses, and assets, we can help determine your income stream and expected cash flow needs during retirement, along with the legacy you wish to leave for your family.
Concentrated stock and options
As a seasoned provider of fiduciary services, we can assess your concentrated stock positions and options and help you determine the structure that suits your needs for diversification{{wt-d263*}} , wealth transfer, tax mitigation, and risk management.
Investment management
Along with your current investment management needs, as you approach retirement, we can explore strategies for structuring your retirement account distributions and portfolio techniques focused on your investment income and returns.
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Connect with a Wilmington Trust Advisor
We’re here to learn about your unique needs to create a customized path forward.
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