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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
  • Business Sale and Exit Strategies
  • Stock options and 83(b) elections.
  • Estate, gift and income tax planning
  • Early retirement packages & severance agreements

Learn how we can work with you on a dedicated and personal basis. We recognize that your time is often your most precious resource and that while you may have the talent to manage your own investment portfolio, you choose to delegate that to the experienced specialists at Northstar Financial Planning.

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