Corporate Executive Services

Corporate Executive Services

My clients recognize the value of an integrated approach to wealth management when creating strategies for their corporate executive compensation. Coordination and integration of client tax and estate planners with my Strategic Asset Management of investment portfolios is vital in planning for long term goals and dreams.

In today’s economy an executive compensation package is largely comprised of salary, deferred compensation programs, and company stock rewards held in restricted stock, incentive and non-qualified stock options, stock appreciation rights, performance shares, and employee stock purchase programs. Balancing the different aspects of risk management, tax and estate planning, vesting schedules and other strategies can have a profound effect on long term goal planning. For the executive, efficiently navigating through these strategies and understanding the constraints such as taxation, psychological barriers, adherence to SEC Rules 16b and 10b5, Rule 144 and the Sarbanes-Oxley Act, it can be an overwhelming task.

 

 

Maierhofer Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Maierhofer Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Maierhofer Wealth Management, LLC unless a client service agreement is in place.

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