The distinct needs and ambitious goals of start-up and corporate executives require specialized strategies. While they are usually well paid, these individuals may have compensation that’s tied to performance goals, large equity interests and other complex benefit plans. Executives may even face legal and other risks related to their roles and responsibilities. Our knowledgeable specialists can provide the solutions to fuel their Private Vistas.
As a senior executive of a publicly traded company, William’s portfolio was largely made up of his company’s stock and stock options. This left the success of his financial plan tied to the performance of that company. He came to Private Vista with a question: How can I reduce the risk of my company stock underperforming and hurting my long-term retirement plans?
Private Vista advisors analyzed William’s different holdings and helped design a hedging strategy along with an investment plan to diversify his portfolio in a tax-efficient way. The diversification helped William’s retirement prospects look more robust.