We are an experienced Wealth Management team working with business owners, senior executives and directors on their personal wealth management concerns. We provide custom corporate solutions to public and private companies and their CFOs. We work closely with business owners who have sold or are contemplating the sale or recapitaization of their business. Solutions for Executives and Directors: . Control and restricted stock, monetization and hedging . Single stock risk management . Cash flow and liquidity planning . Financial and retirement planning Solutions for Companies and CFOs: . Qualified and Non-Qualified Plans . Corporate Cash Management . Lending Solutions . Insurance Services Solutions for Business Owners: . Pre & Post Liquidity Event Planning . Lending Solutions . Tax Minimization Strategies . Wealth Transfer Strategies