Who are Northstar Clients?

Executives & Business Owners

We provide wealth management solutions to executives of public and private corporations, large and small. We work one-on-one with you to evaluate your family wealth-building goals and to help you formulate personal financial strategies that assist you in reaching your goals. We aid our clients in areas such as retirement plan distributions, stock option issues, beneficiary designations, estate planning and documents, education planning, risk management, domicile, residency and citizenship status.

We focus on the tax and financial issues on these specialized topics to assist you in reaching your goals:

Qualified & Non-Qualified plans
Pension analysis
Stock options and AMT planning
Divestiture of concentrated positions in company stock & 16(b) plans
Estate, gift and income tax planning
Early retirement packages & severance agreements

Learn more about our Integrated Financial Solutions and how we can work with you on a dedicated and personal basis. We recognize that today your time is often your most precious resource and that will you may have the talent to manage your own investment portfolio, you choice to delegate that to an experienced specialist like Northstar.

Give us a call today. We can help.